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Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. There are several ways to send out a Forms Pro Survey and request feedback. You can send invites to a Dynamics 365 Customer Engagement View, or send to a contact when a case is closed. Another way is to…

In previous posts we’ve looked at adding the Net Promoter Score (NPS) question to a survey, and how to incorporate it in to your entire organisation using Forms Pro. What if your customer is happy overall, but there is a specific incident where their experience is negative? NPS isn’t going to give you the big…

Creating a Forms Pro survey is simple and straightforward. Making sure you’ve created it in the right place can be a little confusing at first though. Depending on what other areas of the Microsoft stack you are using, you could end up with multiple places in which you could possibly add a new survey. You’ve…

In previous posts we’ve looked at how to distribute a survey using Microsoft Flow, and using the Send Survey action. This allows you to generate an email sent using an email template you’ve created in Forms Pro. The email comes from a forms pro email address and is only customised to a certain extent. In…

Within this Forms Pro series I have covered Multilingual Surveys and Email Templates separately. How can we combine the two and create Multilingual Email Templates? It’s not straight forward but it is possible. We just need to set up the various elements and then combine them all together with Microsoft Flow. First start off by…

In a recent survey we looked at Using Parameters To Pass Forms Pro Survey Context. Within that post, a Lead record was created when they filled out a survey embedded in to a website. One thing we didn’t do within that was to check and see if the Lead record already existed within the related…

So far we’ve covered a lot on Microsoft Forms Pro. This post comes with some feedback and knowledge direct from a member of the Forms Pro team at Microsoft. So special thanks to Prateek Sethi for providing guidance with the steps for the Microsoft Flow, and using the parameters effectively. In this post we will…

Once you have your Forms Pro Survey created, you need to send the survey to people. One of the options is to embed it in to a website. Clicking on the Embed option from the Send Survey tab, you are presented with three options. One of them is Inline. Let’s look at how to embed…

Using Net Promoter Score, you can assess customer loyalty for your product, service or organisation. This blog post was previously done using Voice of the Customer for gathering feedback. Can calculating your overall Net Promoter Score be achieved using Microsoft Forms Pro? You bet it can! In this post we will walk through how to…

f you aren’t familiar with Net Promoter Score, you can find out more here. It’s a commonly recognised scale with which to measure the overall satisfaction of your customers. You’ve all seen it on a survey, usually at the end where you are asked if you would recommend a product, service or company on a…