I have a loan details file. I want to get calling and visit feedback from each of my team members against each loan details.
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.