Building Employee Self Service Forms with Microsoft 365 (Part 1 of 3)

microsoft self service

Tuesday, March 9, 2021

12 - 1 PM EDT

Having self-service forms available to your employees is extremely important to streamline management of repeatable tasks. Considering the importance of remote working, having forms available to employees without any requirement of physical form submissions are essential! 

We are going to focus on two common business scenarios in this webinar: 

  • Leave request form and workflow 
  • Monthly expense report 

This first webinar in our Microsoft 365 Forms and Workflows series will be business focused and provide a walkthrough of both the leave request and expense form solutions. For the managers in the audience, we are excited to showcase how we are able to roll up both the expenses and leave requests into a Power BI dashboard that provides a holistic view of overall employee submissions. This is great for understanding remaining days and resource planning. 

In this webinar we will cover: 

  • Business case for utilizing employee self-service forms and workflows 
  • Collecting base employee information - Managers, departments, employee numbers, etc. 
  • Security - privacy of this data is very important 
  • Walkthrough both leave request and monthly expense solutions 
  • Showcase Management PowerBI dashboard which is a consolidated view of form submissions 

Be sure to register for the Part 2 and 3 of this Webinar Series below.

How to build a Microsoft Forms Leave Request (Part 2 of 3)

How to build a Microsoft Forms Leave Request (Part 2 of 3)

Mar 23, 2021
12–1 PM EDT
Are you planning on scheduling a 'stay-cation' anytime soon? If so, we have a great solution leveraging Microsoft Forms and Power Automate.
How to build an HTML Self Service Expense Form (Part 3 of 3)

How to build an HTML Self Service Expense Form (Part 3 of 3)

Mar 25, 2021
12–1 PM EDT
Third session would get into the HTML expense form, how it is secured, and how it works. The API that is deployed with the form that manages the security from the form both to SharePoint and to the Logic App workflow


Peter Carson headshot

Peter Carson

Peter Carson, President of Extranet User Manager and a Microsoft MVP, is a recognized expert in Office 365, SharePoint, and Extranet strategies. Read Peter's full bio and check out some of EUM's recent articles and blogs for all things Microsoft and extranet related.