Sometimes a blog post takes a village. 🙂 An idea comes from the community, where someone is trying to achieve something new, something for a project or a specific requirement within their organisation. Thanks to Todd Mercer for the original question! This blog is written based on the need to send an email to let … Continue reading Updating Records From Responses Using Piped Variable Parameters

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 import a CSV fill full of recipients. To get started, navigate to the Send Survey tab … Continue reading Send Forms Pro Survey Invites Via CSV File

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 … Continue reading Negative Sentiment Analysis Using Forms Pro

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 … Continue reading Forms Pro Environments & Deployment

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 … Continue reading Creating An Invitation To A Forms Pro Survey

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 … Continue reading Multilingual Email Templates in Forms Pro

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 … Continue reading Duplicate Checking for Forms Pro Survey Responses

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 … Continue reading Using Parameters To Pass Forms Pro Survey Context

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 … Continue reading Embed Forms Pro Survey Inline In Website

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 … Continue reading Calculating Your Organisation Net Promoter Score with Forms Pro