power automate
418 TopicsError importing Project Accelerator for Project on the web in power apps
I want to import the Project Accelerator solution for Project for the web (Project Plan 3). The solution can be downloaded form github https://github.com/OfficeDev/Project-Accelerator I am using a 30 day free trial version of M365 Business premium and Project planner premium with Project Plan 3. The suggested method to install the solution (as per above github repo Maintained by microsoft) is using http://powerapps.com > solutions > import solution upload the zip file download from the github page. I have global admin rights and using the default environment, and Rights to create Power Automate flows using the Common Data Service connector. However, when I get the following error message Solution "Project for the web Accelerator" failed to import: OptionSets import: FAILURE: SecLib::CheckPrivilege failed. User: XXXXXXXXX-XXXXX-XXXXXX, PrivilegeName: prvCreateOptionSet, PrivilegeId: XXXX-XXXX-XXXXX Required Depth: Basic, BusinessUnitId: XXXXX-XXXXXX--XXXXXX, MetadataCache Privileges Count: 5443, User Privileges Count: 1632 I am login in as the global administrator so all permissions must be already in place. In the Power Platform Admin Center, Environments > Settings > Users + Permissions > Security Roles and checked the user's assigned roles. All seems ok. Any help will be most useful.32Views0likes1CommentMicrosoft Planner @Mention and Comment Notification in Microsoft Teams - NEW VERSION
Hi Planner Community, Thank you for the overwhelming support for my original post last year on how to @mention someone within the Microsoft Planner community and have a message automatically emailed to them. I'm excited to share that I've completely redesigned and updated the solution to now support the new Microsoft Teams Planner and remove the issues some users found with setting up the solution. Additionally, the notification is now an adaptive card within the Microsoft Teams chat to the user you @mentioned in the Microsoft Planner comment. Screenshot example above shows a comment posted by me in a Microsoft Planner task where I’ve @mentioned David at the end of the message. Screenshot example above shows the comment posted by me in Planner being automatically sent to David (thanks to the @mention in the comment) on Microsoft Teams. Allowing David to reply in either the traditional Planner or new Teams Planner. Attached is a zip file containing the Microsoft Power Automate solution, along with a detailed walkthrough to help you set it up. Enjoy! If you download the solution, all I ask is that you please give this post a thumbs up. Thanks, everyone! Matthew Davis No More Bad Monday4.7KViews10likes22CommentsHow to Populate SharePoint List with Files from SharePoint Document Library using Power Automate
Microsoft SharePoint Online is a platform for document management, information sharing, internal collaboration and more that is a part of the Microsoft 365 family of apps. In this blog post, I will show you how to create a document library and list in SharePoint for an Employee Record and how to populate the data from an Excel sheet in SharePoint Document Library using a Power Automate Flow. This process eliminates the process of entering the data from the Excel sheet manually into the SharePoint list. It enables us to easily automate all the data in the Excel sheet into our SharePoint list. Use Case: Track Employee Data Record Here we will work on a scenario to help better understand the process. The HJK company has started making changes to the way they work and one of those things is moving their employee's data from an Excel sheet where it is stored to a SharePoint list. This can be done manually but they will prefer a process where the moving of the data can be achieved easily. In the Excel sheet these are the data types of the columns in the table. Column Data Type EEID Text Job Title Text Department Text Business Unit Text Gender Text Ethnicity Text Age Number Hire Date Date Annual Salary Currency Country Text City Text Exit Date Date Disclaimer: This is not an actual company but a scenario created to show you how the populating process works with SharePoint and Power Automate. The Excel sheet used in this blog post is a free sample data gotten online. Note: Make sure the Data in your Excel sheet is in a table format. I will walk you through the process Create the SharePoint Document Library. Upload the Excel file to the SharePoint Document Library Create the SharePoint List for the employee's data. Create the Instant cloud flow to populate the SharePoint list Create a SharePoint Document Library In this step, we will be working on creating the document library where the Excel sheet that contains the Company's employee information will be uploaded. Login into Microsoft 365. At the left hand side, click on the App Launcher. 2. From the App launcher we will be clicking on SharePoint. From this process we can easily access SharePoint Online. From the list of application shown, click on SharePoint. 3. I already created my SharePoint site so lets go ahead and create our SharePoint Document Library. Click on +New. 4. After clicking on Document library from the drop-down, this gives us an opportunity to create a New SharePoint document library. So on the right hand side, on Name, give the document library a name (a name that you can easily identify and understand). Here I will be using Employee_Record. Next, click on Create. Upload the Excel Sheet to the Document Library In this step, we would be uploading the excel sheet to the SharePoint Document Library. With this process it will make it easier for us to populate the SharePoint list with the data in the Excel sheet easily using power Automate. Follow these steps: 1. At the top of the screen close to the name of the document library click on Upload. After clicking on Upload, we have a drop-down of names to select from which is Files, Folder and Template. Here we will be click on Files. 2. Next, click on the file you need uploaded. Here I will be clicking on the Excel file named Excel Record Sample Data. Next click on Open. From the second screenshot below you can see our excel sheet Employee record sample data has been uploaded to our document library. Create the SharePoint List In this step, we will work on creating the SharePoint list which will be the new place were will be keeping track of the employee's record data in the company. 1. Let's go ahead and create the Employee SharePoint list. At this step we have already created the SharePoint document library, in order to leave the SharePoint document library click on the name of the SharePoint Site, here the name of SharePoint site is Communication site. 2. Now let's create the SharePoint list by clicking on +New at the left-hand side of our screen. 3. After clicking on + New, it shows a drop-down that shows List, Document Library, Page, Space, News post, News link, App. Here we will be clicking on List. 4. Click on Blank list. We have different options here to create our SharePoint list which can either use a blank list, from an already existing list or from an Excel sheet. Our data is an Excel file and we might think of going for this option but it most advisable to create the list from blank. 5. After clicking on the Blank list option for the SharePoint list, now we need to give the list a name and description which is optional. Here on Name I am naming my list as Employee Sample Data to make it easier for me to identify what the SharePoint is for. Click on Create. 6. We will adding the columns shown in the Excel sheet to the list. The first column we will be creating here is EEID which the data type is a single line of text. Click on +Add Column, select Text as the data type and this is a Single line of text. Click on Next. 7. On Name, give your column a name. Here I will be using EEID. Click on Save Note: None of this columns created here are required columns, so take notice of this when creating your column. When creating a column the field for Description is optional. 8. From the screenshot above you can notice the column named Title, this is a default column that is created with the SharePoint list and would not be needed. In this step, will be the hiding the Title Column. Click on drop-down beside Title. Click on Column settings. Click on Show/hide column.On click on Title and then click on Apply. 8. Let’s add the next column to the SharePoint list. Click on +Add Column.Select Text. Click on Next. Give the column a name here on Name I will be giving my Column Job Title. Click on Save. Next, add the remaining columns to the SharePoint List with their specific data types. Column Data Type EEID Single line of text Job Title Single line of text Department Single line of text Business Unit Single line of text Gender Single line of text Ethnicity Single line of text Age Number Hire Date Date Annual Salary Currency Country Single line of the text City Single line of text Exit Date Date Populate the SharePoint List using Power Automate In this step, we will be working on creating the flow that will be used to auto populate the SharePoint list with the data from the Excel sheet. 1. Login Power Automate 2. On the Home screen at the left-side of your screen. Click on Create. Here we will creating an Instant cloud flow; this is a type of Power Automate cloud flow that only runs when a button is triggered. Click on Instant cloud flow. 3. Next thing here is to name your flow and select the trigger. Give your flow a name you can easily identify. Here, I will be using Populate Employee Record. From choose how to trigger this flow, select the trigger Manually trigger a flow. Click on Create. 4. Add another action to the flow. Click on +New Step. 5. On choose an operation, search for the action, List rows present in table. Click on the action. 6. In the List rows present in a table action, we have location, document library, file and table. On Location we will be selecting the SharePoint site where our document library is located. On the drop down or search for the name of your SharePoint site and click on it. On Document Library; select the name of the document library you uploaded your Excel sheet. 7. On File; click on the folder icon at the right-hand side. Next, select the file uploaded to the document library. 8. On Table; click on the dropdown and select the Excel table. 9. Add the Apply to each action to the flow. Click on +New step. On choose an operation, search for the action, Apply to each. Click on it. 10. In the Apply to each action, where we have Select an output from previous steps click on the box and go Dynamic content and select value (this is coming from the action List rows present in a table. The screenshot image of this is shown below). 11. Here we will be adding an action inside of the Apply to each. Click on Add an action. On choose an operation, search for the action, Create item and select (The create item action is coming from SharePoint). 12. In the Create item action; on Site Address, click on the dropdown or search for the SharePoint site and select your SharePoint site where your SharePoint list is located. On List name; click on the drop-down and select the name of your SharePoint list. 13. In the Create item action, we have our columns from our SharePoint list listed in the action from the first column EEID to the last column Exit Date. Here, for each columns in the action we will be adding Dynamics contents to them where the Dynamics contents are coming from the action List rows present in a table (which is the data in our excel sheet). On the EEID column in the action, go the Dynamic content and click on the dynamic content EEID. As seen the screenshot image below. Repeat this step for the remaining columns in the action except Title (which we are not using) and Hire date, exit date. 14. For the Hire Date column in the action, while running the flow I ran into an issue in the Hire Date and Exit Date column that addressed that the datetime string must match ISO 8601 format.'. I will be discussing more about this in my newsletter in the following weeks on how I used Copilot to resolve it but here let's go ahead and understand the actions and steps used. For the Hire Date column, before the apply to each action, add the Initialize variable action to the flow. In the initialize variable; on Name give your variable a name and select the Type as a String. Next, add a Set variable action inside of the Apply to each action (this action should come before the Create item action). In the Set variable action; on Name go to your dynamic content and select the variable coming from the initialize variable action. On Value add the expression addDays('1899-12-30',int(items('Apply_to_each')?['Hire Date']),'yyyy-MMM-dd') Now go ahead to the Create item action and on the Hire Date column, go to the dynamic content and select the variable. Repeat this step for Exit Date. 15. So here let's make a few changes to our flow, this step allows the flow to populate more than 150 items to the SharePoint list. Click on the three dots at the right-hand side of the action List row present in a table action. Click on Settings. 16. On the toggle button for Pagination, switch it on and on Threshold enter the value 2000. Click on Done. Save and run the flow. Thank you for reading! Resources How to delete items in a SharePoint list using Power Automate31KViews0likes2CommentsPower Automate not copying file
I have a super simple flow - copy a file to a second folder when it is copied into a first folder, as illustrated. Both folders are within SharePoint. I am using ID to identify the file to copy. But Power Automate cannot find the file (error 'The system cannot find the file specified. ). Any suggestions please?Extend M365 Archive Quota capacity
In my organization, we are currently on the O365 E5 License with default 100GB mailbox size per user and 1.5TB archive quota. However, due to organizational policy and regulatory requirements, we are expected to keep all the data from inception. Hence, the requirement for a solution to extend our archive size from 1.5TB. From the official Microsoft documentation, https://learn.microsoft.com/en-us/office365/servicedescriptions/exchange-online-archiving-service-description/exchange-online-archiving-service-description#archive-storage-quota the maximum expansion of the archive mailbox is 1.5TB. Is it possible to extend the archive storage to an Azure blob? Like an automated script that moves the data from the Archive mailbox for each user to the Azure blob or any other storage service that does not have storage size limitation. I am open to suggestions. Thanks156Views1like2CommentsMicrosoft Planner & Automate: The Perfect Duo
Power Automate & Planner In a world of ever-increasing deadlines, content management, or a campaign for outreach. Sending emails tracking Todo's and keeping track of deliverables can be a daunting task. In a previous blog we talked about Microsoft Loop, a great tool for real-time collaboration and project management. Planner’s ease of use and intuitive design gives you many ways to view your project called a plan. You can build it from scratch or use many of the templates for the most relevant scenario. Power Automate is a cloud-based platform that allows you to run, schedule and create your own automated workflows. This can be very helpful if you need to see reminders, emails, notifications, and much more. Power Automate works seamlessly with Microsoft and third-party applications. Some flows are very easy to use. We will follow a scenario to learn how we can use a scheduled flow. Scenario An editor at Contoso. is responsible for managing the publication of blog posts. To streamline the process, they use Microsoft Planner to track the progress of each blog post and Power Automate to send scheduled summary emails. Creating The Planner Board Navigate to Microsoft 365 login at https://m365.cloud.microsoft.com. Sign in with your user credentials and authenticate with the Microsoft Authentication App. While you are signed in, navigate to the top-left corner of the App launcher (Grid icon), then select the planner app or use the search bar by typing “Planner.” Navigate to the bottom-left corner of the screen and click “New plan” then select “Basic.” The editor creates a new plan in Microsoft Planner called "Marketing Blog" or whatever you would like. Select the desired group from the dropdown menu, then click "Save" button. In the top left-hand menu, select "board" for the kanban view. Create buckets for different stages of the publication process by typing in the "Add a new bucket" area. Create the following buckets. "Backlog," "Final Draft," "Review," and "Published." Each blog post is added as a task in the relevant bucket. For example, a new blog post idea is added to the "Final Draft" bucket. Tasks to Accomplish Now that we have created the planner, let's assume the role of the editor. The editor must closely monitor the blog editorial calendar, which is represented by our Planner board. To streamline the process of tracking outstanding items and blockers, the editor should receive a scheduled summary of each bucket we have created. The editor will need to perform the following tasks The editor assigns tasks to team members responsible for drafting, editing, and reviewing the blog posts. The editor regularly updates the status of each task, moving them to the appropriate bucket as they progress through the stages. Lastly, the editor will receive a summary every Monday at 9:00 AM before the teams Morning standup meeting. You can tailor the time to your needs. Using Power Automate for Scheduled Summary Emails You can access Power Automate from the Microsoft 365 App Launcher, or directly by going to https://make.powerautomate.com/enviroments. Once you’re logged in: Click “Templates” on the left-hand panel. In the search bar above, type “Create a daily summary of Planner tasks by bucket.” Click on the corresponding card. The editor sets up a Power Automate flow to send a weekly summary email to the team. They create a scheduled cloud flow in Power Automate, specifying the start date, time, and frequency (e.g., every Monday at 9:00 AM). Scroll to the bottom of the page and sign into your “Planner” and “Office 365 Outlook” account then press the “continue” button. In the top tab click on the “Reoccurrence” card. Add the following information “Interval,” “Frequency,” “Time zone,” and “Start time.” For the time portion please use military time and the (Year-Month- 24T- 00:00) change the relevant time. Next add the “List buckets” by clicking on the corresponding card and entering the plan you created under “Parameters,” PlanId “Marketing Blog.” Next add the “List Tasks” add the PlanId again under the parameters. Then add your username or email address to the last card “Send an email.” Lastly save your flow. Testing the Flow It is recommended that you first test your flow. This is beneficial to flag any issues and the process and see how best to troubleshoot the flow. Note: Trigger: The event that starts automation. Actions: What happens after the trigger (e.g., creating or updating a Planner task). Next, click on the top-right ribbon and select the test button. You will see two options. However, the automatically test will be greyed out because there is no initial test. Click “Manually.” The flow is now listening for a trigger to perform an action. Just like the one we set up. Go to your Outlook email and see if you received the email. It may take some time to run. However, if an issue has occurred see if there is an issue with the flow. If the flow was successful, you should see an email like the one below. The Reviewing and Collaborating The editor reviews the summary email to ensure all tasks are on track and deadlines are met. They use the summary to identify any bottlenecks or tasks that require additional resources. The editor collaborates with the team to address any issues and ensure a smooth publication process. In Conclusion Automating tasks in Microsoft Planner with Power Automate can significantly reduce manual overhead and enhance team productivity. By leveraging triggers, conditions, and planned actions, you ensure tasks are created, tracked, and completed more efficiently. Whether it’s converting emails into tasks, updating task statuses, or sending reminders for approaching deadlines, harnessing the power of automation in Planner can transform the way you manage work. Hyperlinks Microsoft Planner for admins - Microsoft Planner | Microsoft Learn Templates | Microsoft Power Platform Power Automate Documentation Planner Templates on Power Automate2.7KViews0likes2CommentsChange Teams Meeting Options (Who can bypass lobby) via Graph API
I would like to change the who can bypass lobby meeting options of teams meeting via power automate using graph api. So, I checked the meeting options via teams user interface like below first photo. Then I tried to apply this configuration on power automate via graph. So, I checked the documentation of Update Event for Teams meeting as recommended the link following: https://docs.microsoft.com/en-us/graph/api/onlinemeeting-update?view=graph-rest-1.0&tabs=http But there is not any options to restrict the user outside of my organization like the parameter "People in my organization" in the teams meeting options user interface for lobbybyPassSettings parameter. I checked how the lobbybypassSettings gets the value if the who can bypass lobby parameter has been set via teams meeting options user interface via powerautomate. It sets this parameter as "unknownFutureValue". But when I checked the documentation, Microsoft does't recommend this value to set.1.5KViews0likes2CommentsForms 'Get response deatails' PowerAutomate connector return 'points'
Hi guys, we use Forms in combination with PowerAutomate to realize a training assessment for users. Every user who completes the assessment and gets sufficient points will get automatically granted additionally permissions in the system. BUT as the 'Get response details' PowerAutomate connector does not return the points which the user reached or the amount of correct answered questions, I need to compare each given answer with what is correct. This is very error prone and duplicates basically the Form logic in PowerAutomate. Please return the amount of points in the 'Get response deatails' PowerAutomate connector639Views1like1CommentMicrosoft Forms: Multiple Choice Type is not showing all answers in SharePoint List
Hi, I have created a Microsoft form which contains a field "Pemohon". This field is a VLOOKUP of the type "Multiple Choice". The entries submitted in this form are reflected in the SharePoint list. After submitting the form, the multiple choices entered in the field are not visible in the SharePoint list. Only the first choice among the multiple entries is visible in the List under that field. Even if I edit the entries in the SharePoint list it is still not showing the multiple entries in that field. Is this a bug? or am I doing anything wrong? Anyone else facing this same issue?93Views0likes1CommentAutomate the Busywork: How Nonprofits Can Use Power Automate to Extract and Process Form Data
Didn't read the first blog? Check it out here ➡️ Streamlining Non-Profit Operations with Power Automate Templates (Video Tutorial Included) | Microsoft Community Hub You’ve scanned the forms. You’ve saved the PDFs. Now what? For many nonprofits, getting data from documents into a system—whether it’s SharePoint, Excel, or your CRM—is a time-consuming, manual process. But it doesn’t have to be. With Power Automate, you can automatically trigger a workflow every time a form is uploaded, extract key data, and send it exactly where it needs to go. Whether you’re using Azure Document Intelligence to read the forms or just need to automate your document workflow, Power Automate is your nonprofit’s new best friend. 🧩 What Is Power Automate? Power Automate (formerly Microsoft Flow) is Microsoft’s automation tool that lets you create workflows between your apps and services—without writing code. For nonprofits, that might mean: Creating a task every time a form is submitted Saving form responses to SharePoint Sending an automatic email to a volunteer when their application is received Extracting data from a PDF and sending it to Excel or Dataverse You can do all of that—and more—with just a few clicks. 🔄 Scenario: Process Volunteer Application Forms Automatically Let’s walk through an example: a nonprofit receives scanned PDFs of volunteer forms in a shared folder. They want to extract the name, email, and interests from each form and add it to a SharePoint list. We’ll assume they’ve already trained a custom model in Azure Document Intelligence. Here’s how to build the flow in Power Automate. 🛠️ Step-by-Step: Automate Your Form Workflow with Power Automate Step 1: Set Up Your SharePoint List Go to SharePoint and create a new Custom List. Add the following columns: Name (Single line of text) Email (Single line of text) ProgramInterest (Choice or text) This is where your extracted form data will land. Step 2: Create a New Flow in Power Automate Go to Power Automate. Click Create > Automated cloud flow. Give it a name like Process Volunteer Forms. Choose the trigger: When a file is created in a folder (OneDrive or SharePoint). Step 3: Add the Azure Document Intelligence Connector Click + New Step > Search for Form Recognizer or Document Intelligence. Choose Analyze form (or Analyze with custom model if you trained one). Paste in your endpoint and API key (from the Azure portal). Choose: The model ID you trained (e.g., VolunteerForms) The URL of the uploaded file Step 4: Parse the Response Add a Parse JSON step. Use the sample output from your Document Intelligence model to generate the schema. Pull out fields like Name, Email, ProgramInterest. Step 5: Create the SharePoint Item Add a step: Create item in SharePoint. Point to your list and map the extracted fields to the appropriate columns. Check out this blog for more ideas on creating a flow Automate Your External Data Collection: Power Automate and Microsoft Forms | Microsoft Community Hub take a look at the video below for a visual walkthrough on a similar example Optional: Send a Confirmation Email Add an Outlook step: Send an email (V2). Address it to the email you extracted. Add a friendly message confirming the application was received. ✅ Bonus Scenarios for Nonprofits 🧾 Invoice Processing: Upload scanned invoices, extract amounts and vendors, and add to a tracking system. Check out this blog to see how Streamlining Invoice Processing for Nonprofits with Power Automate | Microsoft Community Hub 📝 Intake Forms: Convert handwritten client intake forms into CRM entries. 📥 Survey Collection: Process paper-based surveys and feed results into Power BI. 💵 Is It Free? Power Automate has a free tier and many flows work with the services nonprofits already use (like SharePoint, Outlook, OneDrive). More advanced features (like premium connectors) can be covered using your Microsoft Cloud for Nonprofit credits or licensing grants. 📊 Connect the Dots with Power Platform Power Automate is even more powerful when combined with: Power Apps (to build simple apps for your team) Power BI (to visualize the data you're collecting) Azure AI (for intelligent document reading, translation, and more) Final Thoughts If your nonprofit is still manually entering data from forms, you’re leaving time and resources on the table. Power Automate empowers anyone—regardless of tech background—to build workflows that save time, reduce errors, and let your team focus on what really matters: your mission. Let the machines do the busywork. You’ve got better things to do.150Views0likes0Comments