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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.
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Ten Custom Expressions To Use With Forms Pro
Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted…
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What Does The Survey Invite Status Mean?
Once you have sent out your survey invitations (either direct from Forms Pro or using Power Automate to generate and send out the invitation…
5 comments -
Connecting Forms Pro Surveys Using Variables
I’ve written about using survey variables in Forms Pro to create a personalised experience for your clients. You can use variables in email templates,…
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Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)
Survey variables can be used in a Forms Pro survey to personalise forms, but also to pass information back and forth from the invitation…
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Custom Regex Validation In Forms Pro
We recently looked at using the Restrictions option on a Text field in Forms Pro, which gives us the option to set it as…
7 comments -
Power Automate Expressions To Use With Forms Pro
Recently I was asked if I had a list of all of the Forms Pro related expressions I had used in Power Automate flows…
7 comments -
Email Address Validation in Forms Pro
If you are sending out surveys to anonymous people, perhaps the first time you are collecting any kind of data from someone, an email…
7 comments -
Retaining Line Breaks In Multi-Line Text Fields From Forms Pro
So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive…
28 comments -
Four Ways To Learn Forms Pro
It’s 2020 and no doubt you feel like you’ve never been away from work, straight back into it! Hopefully, you had some time off…
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Set Amount & Day Limits On Survey Responses
If you are sending out survey invites to your customers, ideally they respond in a timely manner. You have ways in which you can…
4 comments -
December Forms Pro Webinar New Updates
I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So,…
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November Forms Pro Webinar – New Updates
NOTE: This webinar has already occurred. A recording of the presentation can be viewed below. I’ve been sharing Forms Pro content since March 2019.…
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