Set up a rule to move email from your customer to your folder. Put all of your customer emails into one place so you can find them quickly, and see when you need to follow up.Ĭreate a folder for your customer in your Inbox.
You'll need to have the group or individual email address to which you want to send the information. The fields you want to map between the form and the list.įinally, add an action to the flow to send an email through Outlook and Microsoft 365 to the appropriate person for follow up. The ID for the SharePoint list into which you want to put the data. The ID for the form where you're capturing the data. Start with the Record form responses in SharePoint template and customize it.
Then, Create a flow in Microsoft Power Automate to capture any responses to your form in your SharePoint list. You can include a link to the form in an email or document or embed it in your website. This is the perfect way to learn how to start building databases from. Next, Create a form in Microsoft Forms to gather that customer information - use the same fields and the same data types as in your SharePoint list. 215K subscribers Join Share Save 482K views 3 years ago Learn how to build a basic customer management (CRM) database. First, create a list in SharePoint to track potential customers and their basic information: name, company, phone, address, and so on.
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