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📅 Email Daily Summary Of Bookings Using Power Automate 📅 | Microsoft Bookings Series 

Megan V. Walker
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There are many ways you can manage your appointments within Microsoft Bookings. You can use the mobile app, use Microsoft Teams, or simply log in to Microsoft Bookings directly. How about getting an email each morning with a list of all your bookings? It’s not possible from Bookings itself, but with a bit of investigating in to how the appointments are created, and then using Power Automate, we can get a nice email sent out on a daily basis.
✔ Ryan Maclean's Blog on Formatting HTML Tables: ryanmaclean365...
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🎯 Website: meganvwalker.com
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#MicrosoftBookings #PowerPlatform #MSDynCRM #MSDyn365 #D365

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5 сен 2024

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Комментарии : 53   
@Tech215Studios
@Tech215Studios 5 месяцев назад
Megan, what about Shifts? Teams is great but I now have outlook, bookings and Shifts and they all don’t integrate with outlook. I want what ur doing but for everything!!! Great Work!!
@GmoTrapaga
@GmoTrapaga 2 года назад
I have a mailboxgroup that does not have a password to connect, I use my mail, so in order to read that calendar, how can I make that connection?
@MeganVWalker
@MeganVWalker 2 года назад
hi Guillermo, I do not know if you can use it within Power Automate if you don't have the ability to put in a password. If you are pretty technical you might be able to use this: docs.microsoft.com/en-us/graph/api/resources/booking-api-overview?view=graph-rest-beta - it isn't something I have used though so cannot advise on
@sergiomartinez1096
@sergiomartinez1096 2 года назад
Can you make it so it shows the next days bookings info? SO say get a report this morning for next days bookings?
@MeganVWalker
@MeganVWalker 2 года назад
*Hi Sergio* - you could adjust the filter query to add a day... so instead of showAs ne 'oof' and start/dateTime ge '@{formatDateTime(utcNow(),'yyyy-MM-dd')}T00:00:00.0000000' and start/dateTime le '@{formatDateTime(utcNow(),'yyyy-MM-dd')}T23:59:00.0000000' *you could do something like* showAs ne 'oof' and start/dateTime ge '@{formatDateTime(addDays(utcNow(),1),'dd-MMMM-yyyy')}T00:00:00.0000000' and start/dateTime le '@{formatDateTime(addDays(utcNow(),1),'dd-MMMM-yyyy')}T23:59:00.0000000'
@sergiomartinez1096
@sergiomartinez1096 2 года назад
@@MeganVWalker you're amazing thank you for your reply. One last thing! It seems like the start and end time in the table is displaying as another time zone. Do you know how i can change the time zone to display in Pacific time? Any insight will help. I can't thank you enough! 🙏🙏🙏
@donsls
@donsls 3 года назад
Thanks for this video. I was able to get the information extracted. Got another question. If I have multiple attendees (group booking) enabled, could I extract that also?
@gregorygeorges1272
@gregorygeorges1272 3 года назад
Same question here, I need to extract service with nb of reserved seat
@aubreycampbell5780
@aubreycampbell5780 2 года назад
Same question, is this possible? Also great video, thank you
@NitinKumar-kc5uz
@NitinKumar-kc5uz 3 года назад
Megan i am a fan wow 🥰🥰
@pixilladesigns1
@pixilladesigns1 Год назад
Megan this is HUGE, thank you!! I need to CREATE in the Bookings calendar and while I can use Create Event or Create Teams Meeting, it seems to be missing some of the data in Bookings. Any recommendations?
@chrismccafferty586
@chrismccafferty586 Год назад
Hi Megan, does your flow still work okay. I had one working up until 3 days ago and now it doesnt seem to recognise the Body of the Calendar booking for each customer. Just wondering if you have a similar issue.
@AnirudhPhadke
@AnirudhPhadke Год назад
Very helpful, Megan! I have used the Add row to Excel with this trigger. Will the Cancelled booking trigger be able to delete the row from Excel too?
@liekevandeliefvoort8926
@liekevandeliefvoort8926 2 года назад
Hi Megan, this is fantastic! I'll need to watch several others to get the hang of the various css and function pieces. :-) I am trying to pull a report of available booking slots that are NOT being used for my client, so far I'm only able to pull the slots that have been booked. Do you have a tutorial around something for this or know how this may work for MS Bookings?
@nathanc5993
@nathanc5993 2 года назад
Hi Megan, thanks for your sharing . One problem I am facing is that although I receive the power automate email summary successfully, the email summary list only contains 1 booking appointment, but actually I have 7 booking appointments in my calendar today, would like to ask for the solution for this case, thanks.
@MeganVWalker
@MeganVWalker 2 года назад
Hi Nathan, sorry for the delay. Were you able to resolve this? Very hard to know why you only have one without seeing the flow. In the step where you are getting the Bookings, make sure you do not have anything in the Top Count field? If there is anything there it would filter the number of Bookings being found. Also making sure that the Create HTML table sits outside of the Apply to each step, otherwise it would just overwrite your data each time.
@nathanc5993
@nathanc5993 2 года назад
@@MeganVWalker Hi Megan, thanks for your reply, I haven’t solved that yet, I will pick your tips and examine my flow again, will find your help if need😬, thanks!
@mauriciovalencia7300
@mauriciovalencia7300 2 года назад
Thank you for a great video and blog post. Do you know why mine doesn't show "Add to HTML Table" anywhere?
@MeganVWalker
@MeganVWalker 2 года назад
Hi Mauricio. It's an append to array action. Try going through the related blog post which is the first link in the description of this video. That might also help.
@mauriciovalencia7300
@mauriciovalencia7300 2 года назад
@@MeganVWalker you’re brilliant! Thank you
@alderpanghsyungchew7825
@alderpanghsyungchew7825 2 года назад
HI Megan, I can't see "Get bookings" on my power automate
@MeganVWalker
@MeganVWalker 2 года назад
Hi Alder, please check out the related blog post - meganvwalker.com/email-daily-summary-of-bookings-using-power-automate - the step is the Get events (V4) action but I had renamed it. Sorry for any confusion!
@brendansolorz7768
@brendansolorz7768 2 года назад
@Megan V. Walker I love this! Is there any way to get this to work in PST? I am quite new at this.
@susanarocha7543
@susanarocha7543 2 года назад
Hi, I have a question...all the cancelled bookings also appear when we run the flow. Is there any way only to show the ones that are not cancelled? thank you very much
@harithothman9198
@harithothman9198 3 года назад
Thank you!!
@mauriciovalencia7300
@mauriciovalencia7300 2 года назад
Can someone help with this error? (newbie): "Flow save failed with code 'InvalidTemplate' and message 'The template validation failed: 'The repetition action(s) 'Apply_to_each_2' referenced by 'inputs' in action 'Append_to_array_variable' are not defined in the template.'.'.
@mauriciovalencia7300
@mauriciovalencia7300 2 года назад
Never mind, figured it out. I think copy and pasting in the expressions messed with the code. I copied the flow and started over and it worked.
@versteegrob
@versteegrob 3 года назад
Thanks for the nice video!
@MeganVWalker
@MeganVWalker 3 года назад
Glad you liked it!
@donsls
@donsls 3 года назад
Thanks for the video. I am trying to do this to test out power automate. In 4:45 you have the get booking step. What is the exact operation you selected here. Sorry, I am new to this. I selected office 365 outlook and from Actions selected Get event (V4), but the options are note the same as yours.
@MeganVWalker
@MeganVWalker 3 года назад
No problem. It might help to review the blog post that goes along with the video, which you can access in the video description. The step is the Get events (V4) action from the outlook connector.
@ValJor
@ValJor 3 года назад
How does one get the Get Bookings step? It is not in my list of available actions in the Outlook connector...
@MeganVWalker
@MeganVWalker 3 года назад
It might help to review the blog post that goes along with the video, which you can access in the video description. The step is the Get events (V4) action from the outlook connector.
@ValJor
@ValJor 3 года назад
@@MeganVWalker Hi Megan! Thank you for your reply, the blog post helped me go a bit further. I'm still hitting all kinds of weird problems, but I won't bother you with them, I want to pound at it a bit more before asking for further help. However, I have a "conceptual" issue with the flow that you created: the three steps that set the variables are not inside a loop, so how does Power Automate know that it is supposed to loop through all the bookings? I know you are using the Body, which is supposed to contain all the text from the bookings, but logically I would imagine that that command would only get one value, not several. That is one of the problems I'm having, when I run, I get only the last value from the body, not all of them; that is why I'm asking this question. Thanks again.
@mauriciovalencia7300
@mauriciovalencia7300 2 года назад
@@ValJor I wonder if it's because she's using the parameters for today's date with times. If the booking happened today, it will populate.
@ValJor
@ValJor 2 года назад
@@mauriciovalencia7300 Olá Maurício! Thanks for replying. After I posted my question I did a ton of experiments and eventually found out the solution to my problem. In reality, the three set commands are inside a loop. At 7m20s we can clearly see that they are inside the Apply to each 2 block. I had failed to notice that.
@mauriciovalencia7300
@mauriciovalencia7300 2 года назад
@@ValJor Aha, that makes sense.
@pierrelawrence6371
@pierrelawrence6371 2 года назад
Hi Megan, thanks for this great video. My flow keeps failing when setting the variables as "Unable to process template language expressions in action 'Set_variable_-_Customer_Name' inputs at line '0' and column '0': 'The template language expression 'last(split(first(split(outputs('Html_to_text')?['body'],'Email')),'Name: '))' cannot be evaluated because property 'body' cannot be selected. Array elements can only be selected using an integer index. " Any help would be much appreciated. Thanks in advance.
@chrismccafferty586
@chrismccafferty586 Год назад
Hi, did you get this solved? I have the same issue
@pierrelawrence6371
@pierrelawrence6371 Год назад
@@chrismccafferty586 Alas not, so I gave up on it
@versteegrob
@versteegrob 3 года назад
Question, at 2:49min, i see all the question+answer in the meetings info. How do i get this information. Do i need to use the rest api or the HTPP request to SharePoint|? Looking forward to your answer :)
@MeganVWalker
@MeganVWalker 3 года назад
This is just what the meeting request looks like from a calendar. No coding or anything is done to get that information Rob. If you do appointments that could have more than one person in it, then it will not display this information though, so quite a big distinction between the two!
@codythomas8882
@codythomas8882 4 года назад
Hi, I am trying to do something similar but instead of having it populate an email, I am trying to have it populate a spreadsheet. Is this possible?
@MeganVWalker
@MeganVWalker 4 года назад
Hi Cody. Yes you should be able to do that. If you want to populate a new spreadsheet you can use the create CSV table action and use that in the same way that I populated the HTML table. Then you can email the CSV file using the outlook connection and send an email. The attachment would be the output from your CSV step and you can call the file whatever you like in the name, then add .CSV to the end of it
@MeganVWalker
@MeganVWalker 4 года назад
If you are trying to update an existing file, it will need to be in OneDrive or SharePoint, with a table already in the Excel file with all of the headers. You would then need to use a create row step to add in a row for each event found. Hope that makes sense!
@codythomas8882
@codythomas8882 4 года назад
@@MeganVWalker Okay awesome. Our ultimate goal is to have a Bookings entry populate an existing spreadsheet and then have that data uploaded into GetResponse to begin our auto responder so just piecing it all together.
@codythomas8882
@codythomas8882 4 года назад
@@MeganVWalker for some reason, I do not see the Get Bookings option in Power Automate? More than likely something I am doing wrong but cannot seem to locate it.
@MeganVWalker
@MeganVWalker 4 года назад
@@codythomas8882 I said it quickly, but it's the action to get a list of events. Click on the link at the top of the description for this video and you'll get all the steps listed out for you in a blog. 👍🏼
@robertjohnthorpe
@robertjohnthorpe 3 года назад
thankyou!
@ddmurrayjr
@ddmurrayjr 3 года назад
After adding the calendar and choosing edit, I'm not seeing any of the custom fields. Is there a trick I missed?
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