Collect data from external users with portals & Forms+.
Collecting data from external users is a common challenge. In this session, we will guide you through extending the Power Platform with Forms+ and Power Pages to create portals and collect customer orders.
Using the Z.A.P. Energy Cleaning use case, we explore the process of creating a project portal, enabling customers, contractors, and anonymous users to submit data securely and efficiently. From questionnaires embedded on Power Pages to configuring permissions for external access, this session provides actionable insights into building flexible, scalable solutions.
What you’ll see in action (with timestamps):Â
Introduction to Forms+ (00:00-09:28)
Introduction to the Z.A.P. Energy Cleaning use case (09:29-10:13)
Embedding Forms+ on a Power Page (10:14-11:34)
Editing a project portal page using Forms+ and Copilot (11:35-12:46)
Embedding the Questionnaire Player (12:47-13:35)
Setting up permissions for tables, entities, and web API access (13:36-16:45)
Initializing the questionnaire and reviewing the setup (16:46-18:59)
Walkthrough of the customer experience, showing how a user logs in, submits project details, and uploads images (19:00-21:38)
Leveraging advanced features (21:39-23:08)
Q&A (23:09-28:11)
Speakers: Janka Tomcisakova, Product Manager – introduction; Matej Vanik, Developer – technical content; Lukas Lesko, Head of Support – Q&A
Z.A.P. Energy Cleaning is a fictional industrial cleaning leader with 80% of their workforce serving outside the office in roles such as drivers and inspectors. The company wants to consolidate multiple point solutions and pen-and-paper processes into one business application with a strong long-term perspective.
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