I have a loan details file. I want to get calling and visit feedback from each of my team members against each loan details.
Loan No
Customer name
Mob No
Due Amount
123
Ram
77745224324
10000
345
Shyam
35432351523
20000
678
Pankaj
2345425325
30000
962
John
4523463625
50000
So first I would like to design a process where loan account details will be imported in the SharePoint list.
Then that particular loan details will be assigned to respective team members for calling and visit feedback. Here I am using Microsoft forms to update calling and visit feedback survey forms – Feedback Link and Feedback Template I don’t know how to connect Sharepoint list to Microsoft forms through flow and how loan details will reflect in the calling and visit feedback survey form.
Any scope – I don’t want the user to fill up manually the Loan no, customer name, mobile number and outstanding due amount, It should be pre-updated in the feedback survey form.
I would like to give access to the users to update visit feedback, later on, visit pending cases. (Is it possible). I heard that once submitted the user cannot edit the survey form. Any alternate solution.
