Power Automate Archives - Megan V. Walker
Power Automate Archives - Megan V. Walker

Power Automate

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 terms of being able to analyse and improve. With the standard level of responses (meaning you aren’t paying any extra), you get 2,000 a month. So how do you keep an … Continue reading Create A Survey Dashboard To View Response Levels

Accessing Dynamics Marketing Data To Update CDS Data

In a previous post, we reviewed how to create Azure Blob Storage to use with your Dynamics 365 Marketing data. We can set it up and then use with Power BI which is awesome…. but surely if we have access to the data we can then do other things, like access CDS data related to … Continue reading Accessing Dynamics Marketing Data To Update CDS Data

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 Product for Forms Pro at Microsoft, he shared yet another way we can use variables to create personalised surveys, and pass hidden variables back through survey responses. In this post, we … Continue reading Passing Variables Through The Forms Pro Survey URL

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 them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis. … Continue reading Using The Locale Variable To Send Multilingual Emails & Surveys

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 the ability to run flows to send survey invitations and to run flows when survey responses are received. Your flows to send out the invites should be set up when specific … Continue reading Triggering Power Automate For A Specific Survey

Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question … Continue reading Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

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, in the survey questions and sub-titles, and when embedding within a website. We can also use variables as hidden values, used specifically as a way to link surveys and their responses … Continue reading Connecting Forms Pro Surveys Using Variables

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 to the response. When using these variables, they can be seen in a field named ‘Context Data’ in a survey response. If you have a license for Power Apps and can … Continue reading Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)

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 I’d created. A kind of ‘library’ or ‘cheat sheet’ so to speak. I hadn’t so figured it was as good a time as any to create something. So, here are some … Continue reading Power Automate Expressions To Use With Forms Pro

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 minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line … Continue reading Retaining Line Breaks In Multi-Line Text Fields From Forms Pro

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