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Scenario 2: Collect customer feedback in SharePoint after order delivery | Microsoft Power Apps
Ressourcer til markedslanceringstjenester til partner
Suvidha Shashikumar, R&D Solution Architect, 20. november 2018
In today’s digital world, organizations use and work with several applications for multiple different reasons. Often, data is stored and maintained in different applications and exchange of data between these applications is very common. This blog shows one such scenario where data is copied from Finance and Operations into SharePoint along with some additional information.
Te IT team builds a PowerApp and Embeds it into Finance and Operations to simplify te experience for te Tele callers.
End to End Scenario:
Create a SharePoint list called Order Feedback to collect and store all customer feedbacks. Te SharePoint list should have following fields:
Sales Order Number (rename te Title field to this)
Customer Account – Single line of Text
Customer Name – Single line of Text
Overall experience – Number
Product Quality – Number
Overall feedback – Multiple lines of text
In PowerApps, create a connection to SharePoint and Dynamics 365 for Finance and Operations Instance
Click on this link to download te PowerApp package to your local computer
Optional: In Finance and Operations, add a custom Field called Feedback of Type Checkbox in Sales Orders to mark orders for which te feedback is recorded and complete. Refer this link to learn about creating and working with custom fields in Finance and Operations.
Note: Te PowerApp uses Finance and Operations connector to grab sales order information and SharePoint connector to connect and write te data to SharePoint list.
Steps to import and use te app:
Sign into PowerApps and in te left pane, click on Apps and select Import Package
Upload te PowerApp package which was saved on your computer as a prerequisite
Make sure to choose Create as new under Import setup and click on Import to import te App
5. Once te import is complete, refresh te page to find a new app called Sales Order Feedback
6. Edit te App and click on View > Data sources. You should find connections to SharePoint and Finance and Operations. Click on 3 dots to remove both these connections
7. Click on Add data Source to re-add te connections pointing to your SharePoint list and your Finance and Operations instance (Select SalesOrderHeadersV2 entity).
8. Make sure te app has no errors. Save and publish te app.
9. Run te newly created app to make sure it is working fine. It should show te 1st Sales order (from your default legal entity) in Finance and Operations when run directly.
10. Share te App with all/required Finance and operations users (Permission set to: Can use).
11. Click on te App details to note down/copy te App ID (GUID like: 7667970f-0bea-4454-605c-0113testef41)
12. Open Sales Order form in Finance and Operations, Click on PowerApps Icon at te right top of te screen and select Insert a PowerApp. Fill-in te required fields as described below and Click on Insert.
Name: Display name in Finance and Operations to open te PowerApp
App ID: Te App ID copied in te previous step
Input data for PowerApp: This field is used te pass a parameter to PowerApp. In this case, select field which contains te Sales Order Number (Sales order – SalesTable_SalesId)
13. Close and Re-open te Sales order, click on PowerApps icon to find a new menu item called Feedback. Select it to open te embedded PowerApp:
This is just a simple scenario showing how you can write into other data sources (SharePoint in this case) without leaving Finance and Operations. You can customize and enhance this App to be able to store all customer feedbacks in a different location if you like. You could also explore using Microsoft Forms or Survey Monkey to send te surveys to your customers and have this app read customer responses directly from these sources instead of manually them.
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