Button that Generates a Form

Question

My company uses Microsoft Teams threads for our daily communication. Through these threads, 4 different types of requests are submitted like the one you see below with the same type of information needed on each request. Thread members copy, paste and edit every time they have a new request. I would like to create a super simple, quick experience (desktop and mobile) for a user to click a button on their specific Teams thread, choose 1 from 4 types of requests (Install / Paperwork / Proposal / Service) and then plug in the information for their specific request. Anybody have the best way to accomplish this? Thank you so much!

TRIAL INSTALL APPROVAL
Company: xxxx
Where: xxxx
When: Friday October 21st | Afternoon
System: 4i
POC Name: Brian xxxx
Email: xxxx@bouxxxx
POC Phone: xxx-xxx-xxxx

Current Solution: Jugs
Install Notes: This is being installed in a break room on the opposite wall from a sink. 10 fee away, drop ceilings, water and power in place. This is not in SF so Jen could you please add it.

Answer 1

Dear Payton,

Greetings! Thank you for posting in Microsoft forum.

There’s a way you can achieve your requirement, you need to incorporate Microsoft Forms to collect/store the responses and use Power Automate to create a button which will be visible in Microsoft Teams.

Let’s discuss how you will create a form in Microsoft Forms. First, create a Choice question with 4 options i.e., Install / Paperwork / Proposal / Service, and then create other questions depending on what information you need from the user. On the first question (Choice) use a branching logic, when user selects ****while submitting the response, it will take to question 3 or 4 based on the logic you applied, if user selects Paperwork, it will take the user to question 5 or 6 etc. Once the form is ready, you will need the help of Power Automate to create a button in Microsoft Teams.

For more information, see Create an automated workflow for Microsoft Forms

In case you need any help in building a flow via Power Automate, to ensure you get the related help,  we’ll suggest you post in Microsoft Power Automate Community for expert assistance. This is a specific channel related to issues with Power Automate.

In Microsoft Power Automate Community, you will get the most qualified pool of respondents, and other partners who read the forums regularly can either share their knowledge or learn from your interaction.

Further, if you need any help in creating a form in Microsoft Forms, please feel free to post back here.

Thank you for your understanding and co-operation. Have a nice day, stay safe and stay healthy

With sincerest regards,

Neha Singh | Microsoft Community Moderator