Save Forms to Dataverse to Power Apps (Dataverse and Model-Driven Power Apps)
Microsoft Dataverse
Jan 15, 2024 12:00 PM

Save Forms to Dataverse to Power Apps (Dataverse and Model-Driven Power Apps)

by HubSite 365 about Lisa Crosbie [MVP]

Evangelist at Barhead Solutions | Microsoft Business Applications MVP | Content Creator

Citizen DeveloperMicrosoft DataverseLearning Selection

Streamline data capture with our guide to saving Microsoft Forms responses to Dataverse for Power Apps integration.

Key insights

Integrating Microsoft Forms with Dataverse and Model-Driven Power Apps enables enhanced data collection and management. This method uses Power Automate flows to save Microsoft Form responses into Dataverse, benefiting especially Model-Driven Power Apps users without direct database access or the necessary licenses.

To effectively setup your form, ensure it covers all necessary data fields. Then, configure sharing permissions, allowing responses from either anyone or just internal users based on the organization's need. The tutorial addresses various scenarios to increase complexity progressively.

Creating a Dataverse table to store form responses is essential, with the table's structure directly reflecting the form's fields. Utilize Power Automate to connect submitted responses to this table, effectively creating a new record upon each form submission.

  • Create a Microsoft Form
  • Setup a Dataverse table
  • Use Power Automate to connect responses and Dataverse
  • Integrate stored data with Model-Driven Power Apps
  • Customize and enhance the Model-Driven Power App

Exploring Data Management with Microsoft Forms and Dataverse

Utilizing Microsoft Forms in conjunction with Dataverse and Model-Driven Power Apps allows organizations to optimize data handling and application development. The process begins with form creation and proceeds to configure Dataverse, relying on Power Automate for data syncing, leading to enhanced application functionality tailored to business processes. Customization steps further align the applications with organizational needs, offering a comprehensive solution for efficient data management and use in business applications.

The integration of Microsoft Forms with Microsoft Dataverse allows for the seamless collection of data to be used within Model-Driven Power Apps. This method provides a streamlined approach for data management and supports businesses in their processes. Today, we'll look at how to save responses from Microsoft Forms into Dataverse and utilize them in Model-Driven Power Apps.

Step 1: Create Your Microsoft Form
Start by crafting your form to gather the necessary data. Make sure it has all the fields you need for the information you're collecting.

Step 2: Set Up Dataverse
Next, create a new table in the Microsoft Dataverse to house your Microsoft Forms responses. This table should align with your form's structure, with table columns matching up to form fields.

Step 3: Use Power Automate to Connect Forms and Dataverse
Deploy Power Automate to establish a flow that activates when a form response is submitted. This flow will then map the response into a new record inside your Dataverse table.

Step 4: Integrate with Model-Driven Power Apps
Now that you have the data in the Dataverse, it can be incorporated within Model-Driven Power Apps. Enhance or create a new app that integrates the Dataverse table, allowing you to craft an app that serves your organizational needs while leveraging the new data.

Step 5: Customize and Enhance
Further tailor your Model-Driven Power App to align with your business goals. Add more forms, views, graphs, and business processes to improve both functionality and user experience.

A Broader Perspective on Microsoft Dataverse and Power Apps Integration

Organizations can significantly improve data handling and app development by saving responses from Microsoft Forms in the Microsoft Dataverse and integrating them with Model-Driven Power Apps. Such integration is executed by establishing a form, configuring a corresponding Dataverse table, utilizing Power Automate for the connection, and customizing the Model-Driven App for specific organizational needs.

The Importance of Dataverse in Modern Business Applications

The role of Microsoft Dataverse in contemporary business applications is continually growing. As an adaptable data service, it simplifies the process of storing and managing data that business applications use. It provides a unified data schema so that applications can interoperate with ease. Moreover, Dataverse enables secure, scalable storage and management of data across various business scopes, underpinning advanced analytics and reporting. Its integration with Microsoft Forms and Power Apps platforms allows organizations to enhance efficiency, automate workflows, and provide better user experiences. Understanding and leveraging Microsoft Dataverse is crucial for businesses aiming to optimize their data-driven initiatives and application landscapes.

How to seamlessly integrate Microsoft Forms responses into the Microsoft Dataverse and modeling them into Model-Driven Power Apps is a valuable capability for any organization looking to consolidate data management and improve business processes. For users both internal and external to an organization who may not require database access or possess the necessary licenses, this method of data submission is highly effective. Let’s dive into the methodological approach of saving Microsoft Forms inputs into the Dataverse and utilizing them within Model-Driven Power Apps.

You should start by establishing your Microsoft Form. This is a crucial step as you need to ensure that all necessary data fields are included on your form to meet your collection requirements.

Next, set your sights on configuring the Microsoft Dataverse. You will need to establish a corresponding table within the Dataverse that will house all the submitted entries from your Microsoft Form. The structure of this table should be a mirror image of your form fields, allowing for precise data mapping.

Power Automate is your tool of choice for bridging Microsoft Forms and the Dataverse. Once a form is filled out and submitted, Power Automate steps in to trigger a workflow. This workflow is responsible for transferring the submitted data into a fresh record within the designated Dataverse table.

Transitioning to Model-Driven Power Apps, the stored data in Dataverse is now at your disposal. You can start by modifying or generating a new Model-Driven App that integrates your Dataverse table. This facilitates the formation of an app that is not only tailored to your business operations but is also capable of leveraging the newly collected data.

Your final move involves refining your Model-Driven Power App. This process means that you can incorporate additional elements into your app such as forms, views, charts, and intricate business logic. These customizations serve to optimize the user interface and the overall app functionality, providing a robust tool for your business needs.

Clear-Cut Guide to Microsoft Forms and Dataverse Integration

The integration of Microsoft Forms with Microsoft Dataverse culminates in a streamlined process conducive to advanced data management and app development endeavors. The steps are straightforward: craft a Microsoft Form, prepare a Dataverse table, employ Power Automate for seamless integration, and tailor the Model-Driven Power App to align with unique business demands. This integration allows organizations to capitalize on their data and enhance their operational effectiveness.

The Power of Microsoft Dataverse in Data Management and App Development

The Microsoft Dataverse provides a versatile data platform designed to facilitate the storage and management of data in a secure, scalable, and efficient manner. By integrating data collected through Microsoft Forms into this platform, organizations can leverage the powerful capabilities of Model-Driven Power Apps to address complex business needs and drive innovation. This harmonious integration ensures that even users without direct access to either databases or apps can contribute vital information seamlessly, which can then be manipulated and utilized within the larger ecosystem. Microsoft Dataverse serves as the backbone that connects the dots between data collection, management, and application development.

Microsoft Dataverse - Save Forms to Dataverse for Power Apps

People also ask

How do I export a Microsoft form to Excel?

To export a Microsoft Form to Excel, you can easily do it directly within the Forms interface. Navigate to the form you want to export data from, and then click on the "Open in Excel" link. This action will download an Excel workbook with all the responses received up to that point. If your form is connected to a OneDrive for Business or SharePoint, a real-time Excel workbook of responses is also created and updated continuously as new responses come in.

Where is the data from Microsoft Forms stored?

Data collected through Microsoft Forms is stored on servers that conform to the region associated with your Microsoft 365 tenancy. This means that your form data, including responses, is stored in data centers according to your organization's location and the compliance boundaries Microsoft maintains for its cloud services.

How to get responses from Microsoft Forms for Power Automate?

To get responses from Microsoft Forms via Power Automate, you'll need to create a flow that triggers when a new response is submitted. Within Power Automate, choose to create a new flow using the Microsoft Forms trigger, which is named something along the lines of "When a new response is submitted." This will allow you to manipulate the response data within your flow, whether you want to send it via email, store it in a database, or perform any other supported action with it.

How to save Microsoft Forms responses in PDF using Power Automate?

To save Microsoft Forms responses as a PDF using Power Automate, you can set up a flow that captures the form responses, then applies them to a template of your choice, perhaps created in Microsoft Word or a PDF format directly. You can use the available actions within Power Automate to create your file, by using third-party connectors or in-built actions that convert documents to PDF. Finally, save the generated PDF to your desired location like OneDrive, SharePoint, or even email it to intended recipients.


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