Explore THE TOPIC
Customer Service
Discover ways to improve support processes, customer feedback and self-service experiences for both customers and service teams. Subjects include Dynamics 365 Customer Service, HubSpot Service Hub, Customer Voice, Microsoft Forms Pro, surveys, case management, service automation, knowledge management and customer portals.
Find the right article
Search within Customer Service or narrow the articles down by tag.
90 articles found
Interested in this topic? Subscribe to get new articles on the topics you choose.
-
Display Survey Response Details On Case Record
Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record.…
0 comments -
Setting Up Notifications For Approaching Survey Response Limits
After changes were made to the Forms Pro entities so that they could be edited, I’ve thought of different ways that could help people…
2 comments -
Displaying Information Using Branching Rules & Choice Questions
If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to…
0 comments -
Ten Ways To Use Variables In Forms Pro
Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the…
2 comments -
Combining Variables And Branching Rules
I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one…
0 comments -
Create A Survey Dashboard To View Response Levels
When using Forms Pro and sharing surveys to request feedback, the goal is to get responses, and the more you get, the better in…
2 comments -
Creating A Forms Pro Survey Summary Form
In a previous post, we looked at creating a new form layout to view Forms Pro survey responses. We can do cool things with…
2 comments -
Formatting Forms Pro Entity Forms
Forms Pro is built on the Common Data Service. This means that all of the entities (survey, survey response, survey invites, survey questions etc.)…
2 comments -
Forms Pro & Dynamics 365 Marketing
I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write…
0 comments -
Passing Variables Through The Forms Pro Survey URL
I’ve written so much about variables in Forms Pro and what you can do with them. After a chat with Welly Lee, Head of…
25 comments -
Using The Locale Variable To Send Multilingual Emails & Surveys
Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use…
0 comments -
Triggering Power Automate For A Specific Survey
If you have been using Forms Pro for any length of time, you should know that the power of the survey tool lies in…
14 comments
