There are currently 489 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).

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Using Net Promoter Score in Forms Pro Surveys

If 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 … Continue reading Using Net Promoter Score in Forms Pro Surveys

Link Anonymous Forms Pro Survey Responses To Records

If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to achieve this. … Continue reading Link Anonymous Forms Pro Survey Responses To Records

Creating Custom Email Templates In Forms Pro

When sending out emails for things like a case closure, or any time you wish to request feedback from your customers, you want to make sure those emails are in line with your companies brand guidelines. You can do this with Forms Pro email templates, although it might not be immediately obvious. So let’s look … Continue reading Creating Custom Email Templates In Forms Pro

Adding Forms Pro Survey Entities To A Model Driven App

If you’ve been using Microsoft Forms Pro, you will know that you can review the question responses associated with each survey directly within the site. But where are those answers actually going? How can you find them, and to be more exact, where can you find them within the Common Data Service? Let’s take a … Continue reading Adding Forms Pro Survey Entities To A Model Driven App

Forms Pro Multilingual Surveys

For any organisation, providing content and communication to your customers in the right language is important. Microsoft Forms Pro provides the option to create multilingual surveys. If you create your survey using multiple languages, a respondent will be shown the right version for them based on the language setting in their browser. Let’s walk through … Continue reading Forms Pro Multilingual Surveys

Forms Pro Branching Rules – Navigate To URL

Once a survey has been completed, the default ‘thank you’ is displayed within Microsoft Forms Pro. This might be fine, but if you want to have a more complete process, and keep your customers or participants engaged, how about sending them to your website and to a specific page instead? We can do this by … Continue reading Forms Pro Branching Rules – Navigate To URL