If your business needs a help desk app and you currently have a subscription to Office/Microsoft 365, I’m going to walk you through a simple and free solution to get up and running in minutes. I’ll talk about what requirements are needed for this solution, walk you through a demo of the basic tool, offer customization ideas, and then share links at the end to get it setup.
This solution uses three different Office 365 apps: Power Apps, Power Automate, and SharePoint. Most Office/Microsoft 365 subscriptions come with these apps, but to double-check, you can go to www.office.com, click on `All Apps` in the lower-left corner, and make sure you can see each app in your list.
In regards to SharePoint permissions, you’ll need the ability to create a list (and also a site if you want your list on its own site) and to grant member status (at the site level) to anyone who will be using the app.
First of all, as you’ll see in these screenshots this app is built for mobile by default, but reconfiguring it for desktop is an option. When you open the app in Power Apps, you’ll get a login screen to choose whether you’re a user or admin (which affects what you see).
If you sign in as a user, you’ll have the ability to create a new ticket with a title, category, priority, and description.
After clicking `Create`, you’ll be taken to a list of all the tickets you’ve previously created.
From here you can edit or delete your tickets, as well as see any changes made by admins to their “status” and “assigned to” fields. Speaking of admins, let’s take a look at the app from their side. While their list of tickets looks very much the same (with the exception being they see all tickets instead of their own), they get a lot more editing power than a user with the ability to update “status”, “percent complete”, and “assigned to” (as well as the fields a user can edit).
As admins and users update tickets, changes will be seen immediately by the other party.
Let’s take a look at the SharePoint list where the ticket data is being stored. It’s pretty basic with columns for each of the properties a ticket has – “title”, “description”, “category”, “percent complete”, etc.
The final component of this app is email notifications triggered by a Power Automate flow. Notifications are sent to admins when a new ticket is created by a user, and to the user when tickets are updated by admins. The email includes basic information about the event, as well as a link to view the ticket info in SharePoint.
The flow that powers these notifications is pretty simple – it triggers from Power Apps when a ticket form is created or edited, finds the data for that ticket in SharePoint, looks at the ticket’s status, and sends an email based on that status. Here’s what the email step looks like for a newly created ticket.
Here are some ideas for easy customizations to make this app fit your exact use case.
When you want to change the data structure, you make the changes in SharePoint, and then they will sync up to Power Apps.
Power Apps is where the greatest potential lies to customize the user experience to exactly what you want – all the way from how things look to how things function.
In Power Automate, you can customize exactly how the email notification experience works.
If this solution seems like a good fit to meet your need for a basic help desk ticketing app, it’s worth implementing as it's free with a Microsoft 365 subscription and only takes 15-20 minutes to get up and running. If you’re interested, here are the links to get started.
If you have any questions about Power Apps licensing, here’s documentation you can review on that.
If you need help implementing any of my customization ideas or want to explore other ways to make it work exactly right for you, feel free to reach out – we’d love to hear from you.
Lastly, if Power Apps is a new tool to you, I’d encourage you to check out all the amazing templates they offer to get you up and running with simple apps (like the help desk app). There’s possibly one or even several of these things that you currently have a clunky manual or paper trail system for that you could easily streamline with a Power App.
If you’re interested in these templates, keep your eye on our blog / subscribe on YouTube as I plan to cover many of them over the next several months. Cheers!