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Power Automate - Building Flows
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Pre fill MS Forms based on MS Bookings entry

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Posted on by 3

Hi Power Automate Community, 

 

I'm fairly new to Power Automate but I already came to learn that there is no connector to Microsoft Bookings. 

Now I would like to make a flow where:

 

1.  A customer makes an appointment through MS Bookings.

Based on this appointment (trigger of the flow) I'd need 2 actions to follow.
1. Create a new Lead in Dynamics 365 (said lead also needs to get updated after submitting the form)
2. Create a new MS forms and fill in the data received in the MS Bookings in said form, which the customer can access upon visit and complete.

 

I'm not certain if this is possible, or if I'm making this more complex than it should be.
But I've been thinking of using the outlook appointment that's created as starting point considering there isn't a connector for Bookings. Although gathering the data I need from Outlook isn't easy. All data is in raw HTML and I would need a way to execute a complex query to extract email and name from there.
As for lead creation I've been looking into Common Data Service since the Dynamics connector isn't supported anymore. 
The creation of MS Forms with prefilled fields, I have no idea how to set up yet as there is no trigger to set up a new form based on a few fields.

Anyone that can help me out on what the easiest and most convenient way would be to create a flow like this?

Or isn't this possible and should I be looking into a custom Power Apps rather than forms or bookings to get this flow to work? 


Kind Regards, 
Katrien

  • Vds_katrien Profile Picture
    3 on at
    Re: Pre fill MS Forms based on MS Bookings entry

    Thanks for the suggestion.
    Took me a while to get it configured correctly but it helped to read the Bookings entries. It solved already a part of my issue. 

  • Javier Gallego Profile Picture
    on at
    Re: Pre fill MS Forms based on MS Bookings entry

    Hi Vds_katrien

     

    I would like to share this solution with you. Please check if it helps you.

    https://wiki.easyvista.com/xwiki/bin/view/Documentation/Microsoft+Booking+via+Microsoft+Flow+Integration

     

    Regards,

    Javier

     

     

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