Business Process with Office 365

November 28, 2018

Office 365 implementation was always with exciting things, organizations should typically spend some time looking at their existing business processes to identify various ways that office 365 can help them. You can’t just change or move the processes at once but really need to contemplate and identify the most useful ones that would take your organization a step ahead by adopting office 365 for your organization.

Office 365 is vast, with many tools and it can be challenging to differentiate them by the pros and cons that may be useful or maybe not to a development process. There comes a lot of question while reviewing a business process as office 365 is vast, we can’t just note it down so simply but still, we’ll have a look to few questions that arise frequently and how office 365 is the answer to them. While reading this you can think of some processes in your organization that could use a reboot. We can focus on no code or low code solutions and if your budget is for custom development there is a lot to consider

Selecting the Right Tool

When the customers ask to improve their business process in Office 365 with a low code or no code, these options strike our mind: Microsoft Forms, SharePoint Lists/Libraries and Power Apps. Firstly, we need to review the current state of the business process and about its complexity. So, if it begins with simple data entry into an Excel spreadsheet with minimal logic, then Microsoft Forms are the best fit. This Microsoft Forms is very useful for the people who are not so technical and are looking for something simple and straightforward. You can’t miss the cons as it offers minimal field types and fewer options for logic.

Microsoft Forms get restricted when it comes about complicated filed types. The next should be SharePoint list or library that offers various field types and some built-in features like views and validation.

And when the logic of the form goes beyond what SharePoint can list this is where PowerApps come in the picture. Connecting data, cascading dropdowns, repeating tables, etc. can be achieved by PowerApps, also you get the bonus of adding mobile apps. If your current business process is complex, then PowerApps are there to help.

Identifying the flow

Now when you have your right tool, all you need to understand is the flow. Every process requires a flow and you need a proper mapping for your workflow. You can go with your required flow depending upon the complexity if whether for Microsoft Forms, SharePoint lists or PowerApps. We can use Microsoft Visio or some similar tool.

Once the process has got the path, automation is ready we need to look take care about the user interaction. This is something that can be easily achieved even by using modern pages in SharePoint so the user can get its own experience. There is also another option to present visualizations of data from Power BI.

With the above considerations, I can hope it is going to help you with the right business process for your organization.

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