Build your own client intake webform with Microsoft
Build your own client intake webform with Microsoft
Tools used: Microsoft Forms, Microsoft Power Automate
Goal: Automate client intake, so whenever a web form is submitted, a contact is created in Outlook. Additionally, you can import Outlook contact to Matter365.
Tools used: Microsoft Bookings Goal: Save time when scheduling client meetings, quickly find available times and avoid double-booking. Customize appointment details and booking requirements to streamline the booking experience for you and your ...
Main Planner training page Quick start Sign in Create a plan Manage tasks View plan and get updates Set up your mobile apps Learn more Ideas for your board Plan an event Support customers Publish content Track a process Use Planner Organize your ...
This video shows how you can check the type of your Microsoft 365 license, and if you're a tenant administrator for your company's Microsoft 365. https://www.youtube.com/watch?v=deeTQ9MgQO8
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...
Matter365 is designed to make your workday easier. Our goal is to enable you to spend less time on administrative tasks and more on billable activity or other priorities. The Matter365 platform is built on Microsoft 365 (formerly Office 365) and ...