You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, Marketing and of course, Forms Pro.

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Adding Additional Entities For Segment Searches

If you are using the Dynamics Marketing App, you will be familiar with creating Segments. For those who haven’t delved into that world, or are just getting started, a Segment is created using the marketing insights service, and compiled with a query builder tool embedded directly within a segment. While recently creating a segment that … Continue reading Adding Additional Entities For Segment Searches

Passing Variables Through The Forms Pro Survey URL

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

Issues Selecting Email Templates For Regarding Entities

I recently came across a situation with a client using a Unified Interface app and using email templates on emails sent from cases. When creating an email and choosing the insert template option, there was just no way to find and pick from the case related email templates that should have been available. Although this … Continue reading Issues Selecting Email Templates For Regarding Entities

Using The Locale Variable To Send Multilingual Emails & Surveys

Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis. … Continue reading Using The Locale Variable To Send Multilingual Emails & Surveys

Ten Custom Expressions To Use With Forms Pro

Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted as an email address is straight forward enough too. We also have the ability to do formatting checks using custom regular expressions which I wrote about here. I’ve been told it’s … Continue reading Ten Custom Expressions To Use With Forms Pro

Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question … Continue reading Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate