How To Build A Helpdesk Ticketing System With The Power Platform in 3-hours

In this on-demand Workshop, you will discover how to build an entire help desk system with SharePoint, Power Automate and Microsoft Forms in just 3 hours. This workshop gives you the skills to create a full solution using Forms, Lists, Power Automate and Power BI. After this training, you will be able to transform your organization's support capabilities as you master in-demand technologies hands-on. Whether you're starting out or a seasoned pro, learn to deploy high-impact solutions from industry expert Stacy Deere.

Suitable For

Beginners

Duration

3 Hours

Format

Workshop

Presenter

Stacy Deere MVP

What you'll learn:

  • REAL WORLD APPLICATION: Learn how to build a custom Helpdesk Ticketing system from scratch. An experience that will provide you with a tangible example of what you can achieve with SharePoint and the Power Platform.
  • Creating SharePoint lists to store tickets - Central repository for ticket data.
  • How to create forms in Microsoft Forms - Allows easy ticket submission for users.
  • Starting simple then evolving complexity - Allows quick wins and incremental growth.
  • Connecting forms to lists with Power Automate - Automates ticket data capture.
  • Licensing and permissions considerations - Ensures correct access to tickets.
  • MASTER THE POWER PLATFORM: Gain in-depth knowledge and hands-on experience with Power Automate, SharePoint, Forms and Power BI – a skillset that's highly sought-after in the IT industry
  • CAREER ADVANCEMENT: The skills you'll learn in this workshop can open doors to new opportunities in your career, making you a more attractive candidate for promotions or new job roles.
  • Bringing it together on a dashboard - Improves visibility and access for agents.
  • Form settings like anonymous responses - Protects user privacy if needed.
  • Configuring views, formatting, and Power BI - Better visualize and report on tickets.
  • Naming conventions for easy connections - Streamlines configuration between tools.
Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$197.00 USD
Or
Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.

Agenda:

What a Good Helpdesk Solution Needs in Terms of Processes

Stacy will help you look at the core processes and roles needed to construct a solution yourself. You'll walk along with her as she talks through her mindset and approach when crafting this as a Citizen Developer. 

SharePoint Lists as your Data Store

Cost reduction is important so you'll learn how to use SharePoint lists as a low cost 'core' for your data. You'll hear about :

  • App Launcher vs Site Level Creation
  • Different Methods of Creating New Lists
  • Creating Columns (Metadata)
  • Creating Views
  • Updating Content in Lists

Integrating your solution with  Power Automate

With Power Automate being your 'Process Engine', Stacy will share with you the great opportunities on offer to glue together people and data in the right order at the right time.

On top of that, you'll pick up new skills with

  • Power Automate Best Practices
  • Working with Templates
  • Integrating and working with SharePoint Lists
  • Form to List Mapping and working with Data.

Microsoft Forms as your user interface

Learning about the cheaper and quicker opportunities to create UI where complex controls and portability are not needed, you'll also experience Forms features you may not know about like Quizzes, Themes and AI integration

Description:

How You Can Build A Helpdesk Ticketing System Using SharePoint Lists, Forms, And Power Automate

A Helpdesk ticketing system is common across almost all businesses. Whether it's support, fault diagnosis or customer support, having a flexible process that can give the customer a place to go and make sure answers are give in a timely fashion is important. 

In this fantastic workshop, you will learn how to build your own help desk ticketing system using core Microsoft 365 and Power Platform technologies.

With MCT Stacy Deere' guidance, you'll get hands on with and build your skills in SharePoint Lists, Power Automate, and Microsoft Forms.

CHELSEA THOMAS INFORMATION TECHNOLOGIST, HOUSTON

"amazing for me to see some things I haven't experienced, yet"

Thank you! Thank you! I'm still learning and a bit overwhelmed, so these walkthroughs are so helpful. This one was amazing for me to see some things I haven't experienced, yet, and how everything can tie together 😀 

This training includes:

  • 5 hours of training
  • Access to the Collab365 Academy
  • Workshop Resources
  • Watch on Desktop or Mobile

Thoughts from the Collab365 Team:

Unlock the true potential of your business operations by mastering the art of building a customized Help Desk Solution. Join Stacy in this dynamic workshop, where you'll dissect the DNA of industry-leading software like Zendesk, and learn how to replicate its core features without the hefty price tag.

Why You Should Attend
Gain In-Depth Insights: Understand the fundamental processes that make a Help Desk Solution effective.

Do It Yourself: Learn to create your own Help Desk Solution using easily accessible tools like Forms, Power Automate, and Microsoft Lists.

Budget-Friendly: Eliminate monthly subscription costs by developing an in-house solution tailored to your specific business needs.

Future-Ready: With Microsoft’s Power Platform, the possibilities for future customization and extension are endless—right at your fingertips.

What You'll Learn:

Stacy won't just be offering a "copy-paste" approach; she'll delve deep into the core processes required to inspire you. With hands-on exercises, you'll learn how to create your own Help Desk Solution using:

  • Forms for intuitive user interactions
  • Power Automate for seamless automation
  • Microsoft Lists as your centralized data repository

What You'll Need:

The beauty of this workshop lies in its simplicity. All required tools are included in the basic Microsoft 365 license. So, why not experiment along with Stacy? After all, the best way to learn is by doing.

Added Benefits:

  • No Extra Monthly Fees: By embarking on this DIY journey, you're not just saving money; you're investing in knowledge and skills that are directly relevant to your business.
  • Complete Control: You’ll understand every nook and cranny of your Help Desk Solution, allowing you to adapt it as your business evolves.
  • Limitless Potential: Being built on the Microsoft Power Platform, your Help Desk Solution can be endlessly customized, expanded, and improved.

Don't miss this chance to reclaim control over your business operations. Join Stacy and take the first steps towards a more efficient and cost-effective future!

100% Satisfaction guaranteed

100% Guaranteed

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Meet your workshop host:

Stacy Deere MVP

Stacy Deere MVP

Stacy Deere is the Owner of Focal Point Solutions LLC, a Cincinnati, OH based company that provides SharePoint Solutions for the Enterprise in the mid-to-large market. Previously, Stacy led a rapidly growing SharePoint practice where she engaged in a wide range of consulting projects across various industries. With nearly 18 years of experience in the IT Industry, Stacy has mainly focused on Collaboration Solutions such as IBM’s Lotus Notes\Domino and Microsoft’s Messaging and Collaboration Solutions including deployments and SharePoint upgrades.

Stacy is a SharePoint MVP and has spoken with Collab365 in the past as well as speaking at various SharePoint Saturday's, ITUnity, SPTechCon, SharePoint Fest, SharePoint Engage, and User Group events. She also co-authored two books called SharePoint 2013 and 2010 Using Managed Metadata.

Frequently Asked questions:

Can I get an invoice?

As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

Can I get refund?

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Can I buy a team or multi-user pass?

Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

Can I share the videos and ebooks?

No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

Who do I contact if there's a problem?

Send us an email at hello@collab365.com and we can help. 

Can I cancel my subscription?

Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

How do I get my certifications?

If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

What is included in the Platinum Plan?

The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

  • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
  • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
  • Membership in an active community of 10,000 learners for peer support and networking.
  • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
  • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
  • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

What is not included in the Platinum Plan?

While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

  • One-on-one coaching sessions and personalized, coached training programs.*
  • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
  • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
  • External certifications or formal accreditation from third-party institutions.

*Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

I have a Platinum Plan or Lifetime, Should I Buy This?

If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)

  • Personal

  • Teams

Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$197.00 USD
Or
Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.