Bring Your Microsoft Forms Project Proposals to Meisterplan
Organizations use Microsoft Forms to collect and evaluate new project proposals. Simplify the approval process with the help of our Microsoft Power Automate templates. Projects can be automatically added to your Meisterplan portfolio based on your requirements.
Go from Idea to Project
- Trigger a project approval process in Microsoft Outlook or Microsoft Teams when a new project proposal is added to a Forms document.
- Automatically create the new project in Meisterplan when it is approved.
- Bypass the approval process by automatically adding new project proposals from Forms directly into your Meisterplan portfolio.
How to Integrate Microsoft Forms
- Select Integrations in the left sidebar within your Meisterplan system.
- Select the Microsoft Forms Power Automate template and follow the instructions provided.
- Receive additional help with our integrations in the Help Center.