Using Galleries in your custom page is a quick and easy way to show a list of records to a user. If the user wants to open one of the records to view more information (and maybe even edit that record), it’s a good idea to give them a way to do that directly from … Continue reading Open D365 Records From Your Custom Page Using Environment Variables
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There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way is to just share a direct link to your survey. Typically this makes it a completely anonymous survey with no personalisation at all. However, we can use variables from the survey … Continue reading Custom D365 Customer Voice Survey Links Using Variables
We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means we can still send out surveys with related data being displayed for the respondent, and do so without using Microsoft Power Automate. Prior to sending out the survey, we can also … Continue reading Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice
If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or … Continue reading Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice
Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the scene, variables have existed and could be added to a survey, but it was limited. Gradually we have seen more and more options added, with variables becoming increasingly more flexible. I’ve … Continue reading Ten Ways To Use Variables In Forms Pro
I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one area that was lacking was the ability to pass through a variable and then use it in a branching rule. This would then give us the ability to show or hide … Continue reading Combining Variables And Branching Rules
I’ve written so much about variables in Forms Pro and what you can do with them. After a chat with Welly Lee, Head of Product for Forms Pro at Microsoft, he shared yet another way we can use variables to create personalised surveys, and pass hidden variables back through survey responses. In this post, we … Continue reading Passing Variables Through The Forms Pro Survey URL
I’ve written about using survey variables in Forms Pro to create a personalised experience for your clients. You can use variables in email templates, in the survey questions and sub-titles, and when embedding within a website. We can also use variables as hidden values, used specifically as a way to link surveys and their responses … Continue reading Connecting Forms Pro Surveys Using Variables
Survey variables can be used in a Forms Pro survey to personalise forms, but also to pass information back and forth from the invitation to the response. When using these variables, they can be seen in a field named ‘Context Data’ in a survey response. If you have a license for Power Apps and can … Continue reading Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)
I’ve written about how you can add a custom page to a table/entity in a model-driven app with a script for a specific custom page. However, as you start to see the power and flexibility of custom pages, you will likely add more. Creating a script for each custom page is a pain and not … Continue reading Open Different Custom Pages In Model-driven Apps With A Reusable Script