Blog - Page 2 of 17 - Megan V. Walker

Create A Quick Poll In Outlook With Microsoft Forms

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. A large proportion of my blog posts have been about Forms Pro in 2019. Although the spotlight has been on this tool, there are new features being released for Microsoft Forms too. With Forms, the data isn’t stored in…

Custom Insight Cards For Net Promoter Score Feedback

In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that…

Custom Insight Cards For Sentiment Feedback

If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. You can find out…

Send Survey Request To Appointment Required Attendees

If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues and pain points they have. Meeting with them in person is the best approach, although not always feasible from a logistics perspective. If your Account Managers can…

Add A Subject To Each Survey Invite

I like consistency. 😊 I can’t help it, it’s just how I am wired. One area of Forms Pro where there isn’t always consistency is with Survey Invites. Lucky for me (and others who crave orderliness) we can create a process where a subject will be added to every survey invite sent. First let’s look…

Forms VS Forms Pro – What Is The Difference?

Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019. Both have tons of functionality. Both can be used by an organisation to gather feedback from customers, prospects and even employees. So what is the difference between the two? If you want to create a classic form, this can only be…

Notification For Changes To User Settings

If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can access in their Personal Options on the Email tab. Three little settings, but they can cause such frustration. 🙁 Each setting has it’s own challenges if a…

Control Number Of Surveys Sent

If you are sending out surveys to gain feedback from your customers, it’s great to be able to generate the requests after each interaction you have with them. Or is it? If you send a survey request after every single case that’s closed, some of your contacts could end up with several survey requests each…

Managing Survey Unsubscribes In Forms Pro

If you are responsible for communications sent to your customers by your organisation, making sure people’s communication preferences are adhered to is likely top of mind. At the bottom of every Forms Pro survey email that goes out is an Unsubscribe link. This allows the recipient to stop receiving emails requesting them to complete a…

Sending Survey Invitations Via SMS (Text)

Using an SMS (text message) option as a form of communication can be extremely beneficial to your organsation. It gives the ability to keep in touch with your customers in ways that suit them. We’ve looked at ways to send out Forms Pro Surveys using email, but how could we send a link to a…