Push survey responses into Excel, Word, and SharePoint — the tools your team already reports from
Microsoft 365 is the stack a large share of organizations already standardize on — for reporting, for collaboration, for document retention. Connecting Responsly to Office 365 means survey data flows naturally into the tools your team already uses every day, instead of becoming a separate silo that nobody opens.
Where Office 365 integration pays off
Excel Online as the live dashboard
Responses land as rows in an Excel workbook in real time. Pivot tables, charts, and Power Query transformations that already power internal reporting pick up the new data automatically. For organizations running business intelligence on Power BI (which reads from Excel seamlessly), the survey data joins the rest of the BI stack with no extra plumbing.
Word-templated client deliverables
Agencies, consultants, and professional-services firms generate per-client or per-project reports from survey responses. A Word template with placeholders — client name, scores, verbatim quotes — produces a polished deliverable automatically, saved to the right folder in OneDrive or SharePoint.
SharePoint as the compliance archive
For regulated industries (financial services, healthcare, legal), SharePoint’s retention labels, immutability options, and audit logging make it a strong archive for survey records. Each completed response can save as a locked PDF in a retention-policy library, satisfying a lot of compliance requirements out of the box.
Cross-team collaboration in Microsoft Teams + Office
When response files land in SharePoint, they’re immediately available in the relevant Teams channel’s Files tab. Combine with the Microsoft Teams integration for a full Microsoft-native workflow: alerts in Teams, files in SharePoint, analysis in Excel.
Executive reporting via Power BI
Power BI reads Excel workbooks natively. Survey responses flowing into Excel show up in the next Power BI refresh, so the executive dashboards that already aggregate financial and operational data gain a customer-voice layer at no extra integration cost.
Connecting Responsly to Office 365
- Authorize Office 365 via Microsoft’s OAuth 2.0 (Graph API).
- Select the destinations per survey. Excel workbook, Word template, SharePoint library, or OneDrive folder.
- Map answer fields. Column per question in Excel; placeholder per question in Word templates; metadata fields in SharePoint.
- Configure routing. Conditional rules can send different answers to different destinations.
- Set retention and permissions at the SharePoint library level.
- Test with a sample response before going live.
Practices that make Office 365 output last
Design the Excel sheet with reporting in mind. One row per response, stable column order, a dedicated sheet for the raw data and separate sheets for pivots. Workbooks that grow organically become unreadable; workbooks with a plan stay useful for years.
Word templates pay dividends. Every minute spent on a clean template is saved many times over in manual report assembly.
Use SharePoint retention labels for compliance. Retention policies at the library level automate retention obligations and give auditors a clean story.
Pair with Power BI for executive reporting. Survey data in Excel joins the rest of the BI stack effortlessly.
Combine with Teams for alerts. Files land in SharePoint; notifications and detractor alerts post to Teams. See the Microsoft Teams integration.
Survey data that moves with your Microsoft stack
Connect Responsly to Office 365 and survey responses become part of the same reporting, collaboration, and compliance workflows your team already runs. No isolated dashboard, no separate export step — the feedback lives where the work lives. For guidance on saving survey responses directly to spreadsheets, see our save responses to Google Sheets guide. For using dashboards with the exported data, see our dashboards guide.
