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Scenario 2: Collect customer feedback in SharePoint after order delivery

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.

Let’s assume Contoso International is using Dynamics 365 for Finance and operations for their Financial and supply chain management. The company is eager on improving its products, service and processes, so they decide on getting feedback from their customers after every sales order is delivered/invoiced. The IT team decides on storing customer feedback data in SharePoint list along with some basic sales order information. Tele callers are appointed, and they’re required to find all delivered/invoiced sales orders in Finance and Operations, call-up these customers, get their feedback and save it in SharePoint along with order details.

The IT team builds a PowerApp and Embeds it into Finance and Operations to simplify the experience for the Tele callers.

End to End Scenario:
 

Prerequisites:

  • Create a SharePoint list called Order Feedback to collect and store all customer feedbacks. The SharePoint list should have following fields:
    • Sales Order Number (rename the Title field to this)
    • Customer Account – Single line of Text
    • Customer Name – Single line of Text
    • Overall experience – Number
    • Delivery – 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 the 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 the feedback is recorded and complete. Refer this link to learn about creating and working with custom fields in Finance and Operations.

Note: The PowerApp uses Finance and Operations connector to grab sales order information and SharePoint connector to connect and write the data to SharePoint list.

Steps to import and use the app:

  1. Sign into PowerApps and in the left pane, click on Apps and select Import Package
  2. Upload the PowerApp package which was saved on your computer as a prerequisite
  3. Make sure to choose Create as new under Import setup and click on Import to import the App
     

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5. Once the import is complete, refresh the page to find a new app called Sales Order Feedback

6. Edit the 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
 

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7. Click on Add data Source to re-add the connections pointing to your SharePoint list and your Finance and Operations instance (Select SalesOrderHeadersV2 entity).

8. Make sure the app has no errors. Save and publish the app.

9. Run the newly created app to make sure it is working fine. It should show the 1st Sales order (from your default legal entity) in Finance and Operations when run directly.

10. Share the App with all/required Finance and operations users (Permission set to: Can use).

11. Click on the App details to note down/copy the App ID (GUID like: 7667970f-0bea-4454-605c-0113testef41)

12. Open Sales Order form in Finance and Operations, Click on PowerApps Icon at the right top of the screen and select Insert a PowerApp. Fill-in the required fields as described below and Click on Insert.

  • Name: Display name in Finance and Operations to open the PowerApp
  • App ID: The App ID copied in the previous step
  • Input data for PowerApp: This field is used the pass a parameter to PowerApp. In this case, select field which contains the Sales Order Number (Sales order – SalesTable_SalesId)
  • Application size: Thin
     

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13. Close and Re-open the Sales order, click on PowerApps icon to find a new menu item called Feedback. Select it to open the embedded PowerApp:

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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 the surveys to your customers and have this app read customer responses directly from these sources instead of manually them.