Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
I followed your process and its really working well. I have few questions: 1. How we should work in case of Drop Down List provided entries are same and in sequence in Forms verses Dataverse Choices. 2. Files uploaded by User in Forms need to push in Dataverse Table.
I love the video, simply explaining the multiple options that can quickly get confusing or complex. One question for external user submissions when adding to contacts is ther a option to look for a pre-existing contact and connect or update if needed?
Hi Lisa! Another question... What is the best way to handle integration with a forms choice response and a Dataverse 'Choice' Column. It appears that the actual response from MS Forms needs to be converted to an integer for the flow to work, even if the actual choice of the Dataverse column is a string.
REQUEST: For a future video would you consider doing a more advanced approval workflow in a model-driven app? Specifically the one I am thinking of is with a budget worksheet (larger table) that I need to design to allow approval workflows for. Meaning the department owner fills out the proposed budget, then it goes back-and-forth (probably multiple times) with exec/finance to get feedback/changes, and then a final approval to lock down that budget for the year. All the past approvals I have seen are more for smaller fields or data. Just an idea! Thanks! Love your work!
Sure, I agree, everything with approvals is always very straightforward and it can do more than that. I have a very long list of videos to make, but I'll add it!
Thank you for your amazing videos Lisa. Is there anyway of linking Forms to existing data in a Power App table, so that the forms response becomes a selection that pulls from the Power App table?
I set my Microsoft Form with "Allow respondents to edit their responses" settings. So my Users could edit prior summited Forms. To record these entries in Dataverse I created below Flow Steps: 1. When new response Submitted 2. Get Response details 3. List Rows when my Form Response ID already exists in Dataverse --- genai_usecaseid eq '@{triggerOutputs()?\['body/resourceData/responseId'\]}' 4. Condition --- length(body('List_rows')?['body/value']) is greater than 0 5. If TRUE -- Update a row 6. If False Add a new row But seems like after all my efforts I am missing the First Trigger and my Flow is not getting initiated: WHEN A NEW RESPONSE SUBMITTED Could you suggest work around?
Hi Lisa, your channel is excellent whilst we have been learning about whether we are going to use dynamics as our CRM and operations for our SME. We are a small team with big dreams but Dynamics seems very scary, where should we start?
I would start with learning what it does OOTB - I have some videos here and there is a lot of content on Microsoft Learn. Then work out where your gaps are - can you do everything you want with the out of the box functionality or do you need to configure to add/remove fields, create new tables, automations etc. If it's simple changes you may be able to learn to do it yourselves, if it's more complex find a consultant or Microsoft partner to work with you.
Hi Lisa, like the others, I love your simple approach to PowerApps, and have found your videos the most useful on the internet. I've learned a lot. I think I know the answer (sadly) but is there a way to use the file upload in MS Forms and have it populate the "file" data field in dataverse?
I haven’t tried it but the File Upload with MS forms (only available when you set your form submissions to people in your org so this doesn’t work for externals) saves the file to a location in OneDrive for Business - that would have a URL so you should be able to use Power Automare to get that and then populate the field link in a Dataverse row.
This was helpful and insightful, but I was really hoping for a few more details, such as: what if I want the form to enter data into a choice column, or what if the form lets the user select different related rows than the one you hardcoded into the flow? Is there any way to have the Microsoft form use those as they're built in Dataverse so that if I change the choice column or add another option in the related table, that change is automatically propagated to the Microsoft form?
If you want to work with a choice column you set up the choices on your form, then in the Power automate flow you'd need to have a switch control to update the row in dataverse for each option - if Option A then do this, if Option B do this etc. You can't have changes in a Dataverse choice column automatically update Microsoft Forms, they are not connected in that way. Same concept for related rows, you'd have to take the form response and use the "Get row" to find the row with that dynamic value. The more you need it properly directly interacting with Dataverse, the more Power Pages will be a better solution because that is directly connected to Dataverse underneath.
Thanks! That's exactly what I'm debating between for this project: power pages or Microsoft forms. This has been super helpful and I appreciate your quick and informative response.
@@LisaCrosbie Thanks for your wonderful videos, they have been so helpful to me! I have a similar problem with multiple-choice fields in my form: trying to import them into the Dataverse. I haven't found a workable solution yet and I am not sure I want to! It would seem much easier (although of course more costly) to develop a Power pages web page with a form directly connected to the table in the Dataverse. This form is to be used for anonymous users who wish to express an interest in volunteering for our NFP, with the responses reviewed and managed in a model-driven app by our team. Currently we are suing a SharePoint list as a stop-gap, but the model driven app will be much more user-friendly and enable links to other tables in the app.
Hi Lisa, is there an easy way to save Attachements in MsForm in a tabel in Dynamics? Form example, can I store it in an File- or URL-field? I have trief with Power Automate, and there is a file connected .But not the right one and it has always the untitled-name :-)
the URL field in Dataverse is just a link to a file, not a file. Dataverse uses SharePoint integration for documents, so you'd be better to set that up and save the attachment to the relevant folder associated with the record.
In the Active Challenges table the field 'Return to Office' was used in the OData query yet you did not use the logical name for that field. Why did the OData query work? In your penultimate demo you said you were creating the out of the box Contact table. Yet the table already existed...?
You'll see I use the logical name for the field (column) - which is the name column on the Challenge table. "Return to Office" is one particular value that exists in a database record, and that's the value I'm looking for. So the odata formula is Logical name = specific text value in a record. In the penultimate demo I say "Dataverse has a contact table". It's an out of the box table that comes with Dataverse, you don't have to create it, it is just already there. When I use it in the final demo, I create a row in that existing table.
Hi @@LisaCrosbie! Thanks for your reply. What happens if other users, who have access to that Environment and Dataverse instance, start building Apps that use that Contact table for their own purposes? It will wreck your App, right, with all sorts of erroneous data? And why is it possible to create another table, called Contact, in that same Dataverse database instance?! Your help would be really appreciated!
Hi Lisa - you must be a mind reader because I am literally facing a very very similar ask! 😅 One question though: Instead of an MS Form, what about using a Canvas App over the MS Form? My use-case is going to require using some repeating table functionality so the simplicity of the MS Form won't work. I'd have potentially hundreds of users of my Canvas App, but only 5 users of the model driven. Would something like an App-Pass for the Canvas App be appropriate? The licensing for that isn't clear to me how that works. Thanks for your insight!
Designing a solution that uses both a model driven app and a canvas app is awesome, however if you build a canvas app that uses Dataverse as the data source then every user who uses that canvas app will need to have a per app or premium license because the canvas app gives them access to the Dataverse database
Hi Lisa, I've added a choicefield on my MsForm. And I want the choice to be saved in Dataverse. This is giving issues, since you have to save the value of the choice in Dataverse. I've looked for days now on the internet, but haven't found the solution. I think I have to solve this with a compose, but I'm not sure. Can you help?
Hi Lisa - I have a question about users in aaduser table - what will happen if this user will be removed from MS Entra ID (Azure AD) : 1) User will be removed from aaduser and all Lookups will be removed too (cleaned up) 2) User will stay in aaduser table with Enabled=false flag and all Lookups will stay (so data is safe) I am wondering if you know the answer - as to test this I would need to do some setup in my environment (not so quick) Thanks in advance for answer And very good video - as always 🩷❤
If you delete the User from AAD it is immediately also deleted from the AAD User (now Microsoft Entra ID) table in dataverse. the lookup changes to a value that looks like (No Name) and if you click on the lookup you get a null record error. If you're using this table in a dataverse based app, you'd need an internal process to go through and update any records/lookups in that app when a user is deleted, automated or manually.
Connect with me:
☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie
🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/
📼 TikTok: www.tiktok.com/@lisa.crosbie
🐦 X (Twitter): twitter.com/LisaCrosbie
📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
That was very helpful 🙂 thanks
Wow, thank you so much, I really appreciate that ☺️
Very useful video, Lisa. A great watch just to pick up the knowledge. Hopefully, it will become useful sometime soon. Thanks for sharing
I followed your process and its really working well. I have few questions:
1. How we should work in case of Drop Down List provided entries are same and in sequence in Forms verses Dataverse Choices.
2. Files uploaded by User in Forms need to push in Dataverse Table.
Thanks so much Lisa! This is really helpful. 😘
Wow awesome! I need just this in the near future.
Very Useful, Amazing!!!
I love the video, simply explaining the multiple options that can quickly get confusing or complex. One question for external user submissions when adding to contacts is ther a option to look for a pre-existing contact and connect or update if needed?
Hi Lisa! Another question... What is the best way to handle integration with a forms choice response and a Dataverse 'Choice' Column. It appears that the actual response from MS Forms needs to be converted to an integer for the flow to work, even if the actual choice of the Dataverse column is a string.
Great content!! I read that there is a limit to how many responses a form can receive. If i want to keep using it would deleting the responses help?
REQUEST: For a future video would you consider doing a more advanced approval workflow in a model-driven app? Specifically the one I am thinking of is with a budget worksheet (larger table) that I need to design to allow approval workflows for. Meaning the department owner fills out the proposed budget, then it goes back-and-forth (probably multiple times) with exec/finance to get feedback/changes, and then a final approval to lock down that budget for the year. All the past approvals I have seen are more for smaller fields or data. Just an idea! Thanks! Love your work!
Sure, I agree, everything with approvals is always very straightforward and it can do more than that. I have a very long list of videos to make, but I'll add it!
Thank you for your amazing videos Lisa.
Is there anyway of linking Forms to existing data in a Power App table, so that the forms response becomes a selection that pulls from the Power App table?
If you want that direct connection you can build it in Power Pages (but that comes with additional licensing)
@@LisaCrosbie thank you! I shall look into this :)
I set my Microsoft Form with "Allow respondents to edit their responses" settings.
So my Users could edit prior summited Forms. To record these entries in Dataverse I created below Flow Steps:
1. When new response Submitted
2. Get Response details
3. List Rows when my Form Response ID already exists in Dataverse --- genai_usecaseid eq '@{triggerOutputs()?\['body/resourceData/responseId'\]}'
4. Condition --- length(body('List_rows')?['body/value']) is greater than 0
5. If TRUE -- Update a row
6. If False Add a new row
But seems like after all my efforts I am missing the First Trigger and my Flow is not getting initiated:
WHEN A NEW RESPONSE SUBMITTED
Could you suggest work around?
Hi Lisa, your channel is excellent whilst we have been learning about whether we are going to use dynamics as our CRM and operations for our SME. We are a small team with big dreams but Dynamics seems very scary, where should we start?
I would start with learning what it does OOTB - I have some videos here and there is a lot of content on Microsoft Learn. Then work out where your gaps are - can you do everything you want with the out of the box functionality or do you need to configure to add/remove fields, create new tables, automations etc. If it's simple changes you may be able to learn to do it yourselves, if it's more complex find a consultant or Microsoft partner to work with you.
Hi Lisa, like the others, I love your simple approach to PowerApps, and have found your videos the most useful on the internet. I've learned a lot. I think I know the answer (sadly) but is there a way to use the file upload in MS Forms and have it populate the "file" data field in dataverse?
I haven’t tried it but the File Upload with MS forms (only available when you set your form submissions to people in your org so this doesn’t work for externals) saves the file to a location in OneDrive for Business - that would have a URL so you should be able to use Power Automare to get that and then populate the field link in a Dataverse row.
This was helpful and insightful, but I was really hoping for a few more details, such as: what if I want the form to enter data into a choice column, or what if the form lets the user select different related rows than the one you hardcoded into the flow? Is there any way to have the Microsoft form use those as they're built in Dataverse so that if I change the choice column or add another option in the related table, that change is automatically propagated to the Microsoft form?
If you want to work with a choice column you set up the choices on your form, then in the Power automate flow you'd need to have a switch control to update the row in dataverse for each option - if Option A then do this, if Option B do this etc. You can't have changes in a Dataverse choice column automatically update Microsoft Forms, they are not connected in that way. Same concept for related rows, you'd have to take the form response and use the "Get row" to find the row with that dynamic value. The more you need it properly directly interacting with Dataverse, the more Power Pages will be a better solution because that is directly connected to Dataverse underneath.
Thanks! That's exactly what I'm debating between for this project: power pages or Microsoft forms. This has been super helpful and I appreciate your quick and informative response.
@@LisaCrosbie Thanks for your wonderful videos, they have been so helpful to me! I have a similar problem with multiple-choice fields in my form: trying to import them into the Dataverse. I haven't found a workable solution yet and I am not sure I want to! It would seem much easier (although of course more costly) to develop a Power pages web page with a form directly connected to the table in the Dataverse. This form is to be used for anonymous users who wish to express an interest in volunteering for our NFP, with the responses reviewed and managed in a model-driven app by our team. Currently we are suing a SharePoint list as a stop-gap, but the model driven app will be much more user-friendly and enable links to other tables in the app.
Hi Lisa, is there an easy way to save Attachements in MsForm in a tabel in Dynamics? Form example, can I store it in an File- or URL-field? I have trief with Power Automate, and there is a file connected .But not the right one and it has always the untitled-name :-)
the URL field in Dataverse is just a link to a file, not a file. Dataverse uses SharePoint integration for documents, so you'd be better to set that up and save the attachment to the relevant folder associated with the record.
In the Active Challenges table the field 'Return to Office' was used in the OData query yet you did not use the logical name for that field. Why did the OData query work?
In your penultimate demo you said you were creating the out of the box Contact table. Yet the table already existed...?
You'll see I use the logical name for the field (column) - which is the name column on the Challenge table. "Return to Office" is one particular value that exists in a database record, and that's the value I'm looking for. So the odata formula is Logical name = specific text value in a record.
In the penultimate demo I say "Dataverse has a contact table". It's an out of the box table that comes with Dataverse, you don't have to create it, it is just already there. When I use it in the final demo, I create a row in that existing table.
Hi @@LisaCrosbie! Thanks for your reply. What happens if other users, who have access to that Environment and Dataverse instance, start building Apps that use that Contact table for their own purposes? It will wreck your App, right, with all sorts of erroneous data? And why is it possible to create another table, called Contact, in that same Dataverse database instance?! Your help would be really appreciated!
Hi Lisa - you must be a mind reader because I am literally facing a very very similar ask! 😅 One question though: Instead of an MS Form, what about using a Canvas App over the MS Form? My use-case is going to require using some repeating table functionality so the simplicity of the MS Form won't work. I'd have potentially hundreds of users of my Canvas App, but only 5 users of the model driven. Would something like an App-Pass for the Canvas App be appropriate? The licensing for that isn't clear to me how that works. Thanks for your insight!
Designing a solution that uses both a model driven app and a canvas app is awesome, however if you build a canvas app that uses Dataverse as the data source then every user who uses that canvas app will need to have a per app or premium license because the canvas app gives them access to the Dataverse database
Hi Lisa, I've added a choicefield on my MsForm. And I want the choice to be saved in Dataverse. This is giving issues, since you have to save the value of the choice in Dataverse. I've looked for days now on the internet, but haven't found the solution. I think I have to solve this with a compose, but I'm not sure. Can you help?
It's always the same... Just found a solution 🙂
In case this still helps powerusers.microsoft.com/t5/Building-Flows/A-response-from-MS-Forms-to-a-choice-s-column-in-dataverse/m-p/1468513#M164437
Correct, this was the solution. I used an incorrect number after /body, but that’s ok now. Thank you. Love your video’s, they always help me a lot!
How to add Attachments into Dataverse table? is that posible?
You are my Savvier :)
Hi Lisa - I have a question about users in aaduser table - what will happen if this user will be removed from MS Entra ID (Azure AD) :
1) User will be removed from aaduser and all Lookups will be removed too (cleaned up)
2) User will stay in aaduser table with Enabled=false flag and all Lookups will stay (so data is safe)
I am wondering if you know the answer - as to test this I would need to do some setup in my environment (not so quick)
Thanks in advance for answer
And very good video - as always 🩷❤
If you delete the User from AAD it is immediately also deleted from the AAD User (now Microsoft Entra ID) table in dataverse. the lookup changes to a value that looks like (No Name) and if you click on the lookup you get a null record error. If you're using this table in a dataverse based app, you'd need an internal process to go through and update any records/lookups in that app when a user is deleted, automated or manually.