Tips, tricks and ideas for non developer geeks
There are currently 477 articles on my site. 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, and D365 Marketing (Customer Insights - Journeys).
We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By default it shows ‘This content is created by the owner of the form. The data you submit will … Continue reading Customise Footer Text On Forms Pro Survey
You’ve seen charts & dashboards, and even been given FREE reports… so now let’s look at Forms Pro in relation to Power BI. Microsoft have provided a Power BI app that can be installed from AppSource. The template provided is based on using Forms Pro for case resolution. In order to get the most out … Continue reading Forms Pro Power BI App
If you have been using Forms or Forms Pro for a while, you will no doubt be aware of the ability to download a QR Code for the survey. QR Code readers are available to download for phones and tablets. For iPhone users, just taking a photo of the QR code with the native camera … Continue reading Ideas For Using QR Codes & Forms Pro
This is not news, I know, but trust me, if you are still using Voice of the Customer, you need to read this to make sure you are taking advantage of an amazing offer. Deprecation for Voice of the Customer was announced on July 1st, 2019 by Microsoft. Perhaps an unpopular opinion, but I loved … Continue reading Voice of the Customer Is No More!
If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t … Continue reading Send Reminder When Survey Response Not Received
In an ideal world, we don’t print things. We only review data online. While that’s a nice idea, and in some cases I agree, there are instances when the need to print exists. If you ever want to print out a Survey Response from Forms Pro, there is no easy way to do this. You … Continue reading Printing A Forms Pro Survey Response Report
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 the Common Data Service, but is still accessible and can be viewed online. A really cool … Continue reading Create A Quick Poll In Outlook With Microsoft Forms
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 … Continue reading Custom Insight Cards For Net Promoter Score 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 … Continue reading Custom Insight Cards For Sentiment Feedback
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 … Continue reading Send Survey Request To Appointment Required Attendees
