hello folks welcome back today i will show you how
four different apps of microsoft 365 work together to solve a business
problem this includes microsoft forms planner
app microsoft teams and power automate so
stay tuned till the end
so first and foremost i need to create a microsoft form
to capture issues so for example you have a client and they want to report
any issues so they can use the issue tracker
microsoft form to report any issues to you and then i
will create a project in the microsoft planner app
so for every issue a task should get
created and also once someone report an issue i will
create a team in microsoft teams so the issue can be posted on the team
channel and finally to automate this whole process i
will use power automate to get the information from the issue tracker from
posing two themes and also create task in planner using
Power automate out of the box template so i'm in office 365 tenant
first thing i will navigate to the forms app
i will create a new form i will give this form a name
issues tracker form and i need to add some fields in there
so first thing i will add is the title i'll call it issue title single line
text and then i will add another text column
i want to capture the email address of the person who
requested this issue to be resolved and then
the third column i want is a date column so the due date to fix
this issue i think that's it for you can add as many fields you want
and capture more information around issue tracker scenario
if i click on preview i can see there are three fields in the form
so i'm happy with that form next thing i need to do is i need to create
a team in microsoft teams application so all the issues
should be logged into the general channel of that team so i can click
create or join a team i will click create team
build team from scratch i will make private team i will call it
issue tracker team create and once it's created you can add
other member to this team as well i will just skip it now i can see the
issue tracker team is there with the general channel this is where i want to
post any issue which is submitted by the
client now the next thing i want is i want to create a new project in
planner i can do it from team as well or if i navigate to office
365 click on the ellipses and click on the planner app icon this
will open the planner home page from the left menu if
i click on new plan i will give it a name
i will call it issues resolution project i will keep it private create plan now
you can see the plan is created but there is no task
assigned to anybody so the idea is when someone submit
an issue using microsoft form it will create a task here just to review it
again we have a microsoft form to track any
issues so person can fill in the information we
also have a project plan in the planner app
so the task will get created for the issue
and third we have issue tracker team they will get
notified every time an issue get submitted now the fourth
thing we need is automate this whole process using power
automate so if i navigate back to office 365
click on the three ellipses and then select power automate option
i can create a workflow from scratch but there is a template available
so if i click on the templates from the left hand navigation
and if i search for forms teams you will see there are few templates available
so the one i am interested in is create a task in planner from microsoft form
and post method in teams this is exactly what we want
when someone fill the information in the microsoft form it creates a class in
planner and also post the message in microsoft
teams so i will click on it this will request the permission on the
forms planner and microsoft teams app so i will click on continue
now the first thing we need to do is need to give the form
id so the form we're using is the issue tracker form
so if i click issue tracker and select that now we need to get the form
responses so when someone submitted the response will come here
again we will select the issue tracker form
and response id is already filled in now what we need to do is we need to create
a task in planner so we will select issue resolution project that was the
plan we created the title we want this to be same title
as the issue title so select that and the bucket id will be to
do bucket so these are all the tasks to do we will
not assign it to anyone so once it's posted into the team
someone can pick that and assign the task to themselves
and resolve it okay now the next one is we need to submit this message to the
team so the team we created earlier on was
issue tracker team so we select that channel we only had a general channel
so we will post the message in the general channel the message I will say
issue colon and i will provide the issue title so
just to review it when someone submit a form we will get the form response
means all the fields person filled in on the form will create
tasks inside the issues resolution project plan
and we will also post a message to the issue tracker
team general channel so if i click on save the information is saved
now if i go back to the form and i click on preview i can submit this
form now so the issue title is sharepoint new
search component is not working for example so requesting person email
let's just put a random email there due date we can say 25 click submit
now this should do a couple of things first it should submit the response in
the form so we can see with one response submitted the second thing it should
create a task in the planner so we can see that
the task is there if i click on the task i can see it's in the
to-do bucket and the title of the issue is there and third thing it did is it
post that message inside the team's general channel so the
member of the team can view this message go into the
project plan and then view all the tasks there and
assign it themselves and resolve it to wrap up the video we created a
microsoft form called issue tracker then we have
created a new brand new team and also a brand
new plan in the microsoft planner application and
we created a power automate flow which will take
the information from the microsoft form and post a new task inside the planner
app and also post that message into the
team's channel channel consider subscribing if you're new to the channel
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in general post in the comment section below i will be able to answer thank you