Which tool should I use to make a form in Microsoft 365?

forms logos

It depends on exactly what functionality you need, who your form submitters are, and what licensing you have available to use. Are your form submitters internal organization users or anonymous/external? If your submitters are external and not being explicitly invited with their Microsoft 365 accounts, the answer is going to be Microsoft Forms or Power … Read more

How to schedule refresh of a cloud file source in Power BI

SharePoint Online sources in Power BI do not require a gateway to schedule a refresh, making them a very convenient storage solution for file sources – in addition to things like SharePoint lists. You can use a gateway for SharePoint Online sources, but you would need to create a connection in the gateway for every … Read more

How to design a GOOD Power Automate approval flow

A good Power Automate approval flow has the following: This article is part of a series on doing request management with Microsoft Lists, so you might check that out as well! Power Automate makes it really easy to make a basic approval flow, but unfortunately it comes with none of the above out-of-the-box. I would … Read more

How to create a request management system in Microsoft 365 with SharePoint

Request management (a.k.a. ticketing) can be extremely useful as a tool to manage and track work on a team. At the end of the day, this is essentially a form with a status field to track progress and automated alert rules. This is a replacement for email-based intake of work: the act of putting requests … Read more

Conditionally format a list based on multiple column conditions (no coding required!)

When you’re setting up conditional formatting for columns in SharePoint lists (a.k.a. Microsoft Lists), you are only given the option of configuring rules based on the current column settings that you’re looking at. But what if you want to create a formatting rule that looks at multiple fields? For example, if you want to highlight … Read more