Improve Wellness Data Collection and Referrals with Dataverse & Web Forms

Learn how Thrive Tribe, a UK-based wellness organization, improved their referral process with #PlumsailForms. In this video, Power Platform Developer Howdang Rashid explains how they replaced #MicrosoftForms with Plumsail to collect and manage referral data in #Dataverse and automate workflows with #PowerAutomate. See how they built dynamic multi-step web forms, added postcode validation, and enhanced eligibility checks to support their wellness programs.

⏰ Timeline
00:00 - Introduction
00:48 - Meet Howdang Rashid and Thrive Tribe
02:13 - Why they switched from Microsoft Forms to Plumsail Forms
03:22 - How they automate referral data collection with #PowerAutomate & #Dataverse
04:33 - Multi-step forms and eligibility checks
06:38 - Thrive Tribe’s experience with Plumsail’s support

LINKS & RESOURCES
🛠️ Try Plumsail Forms - https://plumsail.com/forms/
📮 Follow us on LinkedIn - https://www.linkedin.com/company/plumsail
📚 Read the full case study - https://plumsail.com/blog/business-cases-thrive-tribe-improve-health-service-referrals-with-dataverse/

#PlumsailForms #PowerAutomate #HealthcareReferrals #DataCollection #MedicalReferrals #Dataverse #CustomerStory #Dynamics365 #PowerPlatform #Microsoft365 #WorkflowOptimization

Видео Improve Wellness Data Collection and Referrals with Dataverse & Web Forms канала Plumsail