Here we have the final article in a three part series of how to create a Forms Library using Microsoft Flow, Dynamics Portals and Forms Pro. Part One showed all of the D365CE and Portal configuration needed, then Part Two showed how to create a Flow to actually generate Account specific surveys which would then … Continue reading Creating A Forms Library – Flow Two
Following on from the first part of Creating A Forms Library, let’s now look at creating a Microsoft Flow to generate the Form Requests for an Account and have them displayed in your Dynamics Portal. The first thing we need is a trigger of some kind. To keep things simple I have a Yes/No field … Continue reading Creating A Forms Library – Flow One
If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t … Continue reading Send Reminder When Survey Response Not Received
In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that … Continue reading Custom Insight Cards For Net Promoter Score Feedback
If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. You can find out … Continue reading Custom Insight Cards For Sentiment Feedback
If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues and pain points they have. Meeting with them in person is the best approach, although not always feasible from a logistics perspective. If your Account Managers can … Continue reading Send Survey Request To Appointment Required Attendees
I like consistency. ???? I can’t help it, it’s just how I am wired. One area of Forms Pro where there isn’t always consistency is with Survey Invites. Lucky for me (and others who crave orderliness) we can create a process where a subject will be added to every survey invite sent. First let’s look … Continue reading Add A Subject To Each Survey Invite
If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can access in their Personal Options on the Email tab. Three little settings, but they can cause such frustration. 🙁 Each setting has it’s own challenges if a … Continue reading Notification For Changes To User Settings
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If you are sending out surveys to gain feedback from your customers, it’s great to be able to generate the requests after each interaction you have with them. Or is it? If you send a survey request after every single case that’s closed, some of your contacts could end up with several survey requests each day. That could be a little annoying for them, so how can you control the number of survey requests that get sent? Let’s look at using Microsoft Flow to check how many they have responded to, and decide if we should email them again.
First we have our trigger, when a case record is updated using the CDS connector. Then we have a condition that checks the status reason value and make sure it equals 5, which is the Resolved Status Reason.
If Yes, we are going to get the Contact using the Get Record CDS action, and use the Customer (or Contact if you use that field instead) value from the original trigger on the Flow.
Now, this next part will need to be modified for your own needs. We need to get the date from the Last 7 Days in this example, so we only request someone fills this out once a week. You could change it to be however many days are important to you. We add in a Compose step and add in the expression below. -7 will count back seven days from today.
Next, we are going to list all Forms Pro survey responses for this Contact. So we do the CDS List records action and use a filter query to only find responses for a specified survey, that have a createdon date greater than the date in the Output step above. Finally, we want to find those where the respondent email address equals that on our Contact record.
msfp_sourcesurveyidentifier eq 'YOUR SURVEY ID' and statecode ne 2 and createdon gt OUTPUT and msfp_respondentemailaddress eq EMAIL FROM CONTACT
To find the survey id, use Advanced Find in your CDS model driven app, and add the Source survey identifier field to your results. You can then copy the id and use that in your query.
Now we are going to check the number of responses that have come back in our List survey responses step above. To do this we are going to add a Compose step and add in the Expression below.
Next we add a condition using the Output from our previous step. Here is where you determine how many surveys you want to stand. Your condition could be less than 2 or 3, or like this below you might only want to send one a week so we are looking for equal to zero.
If it’s not equal zero, they must have filled out at least on survey, so that’s a No, and we do nothing further. If it does equal zero, we look at the yes column and add a step to create our invitation using the Forms Pro connector, and then a step to send an email with the invitation link included.
Here we see part of a successful flow, where we see the date that was captured using our Last 7 Days Step, the output shows the date. Then we list the survey responses and the output shows 2.
So the invite and subsequent email are never created.
Here we see the number of responses is zero, so the invite and email are created and sent. This will help keep control of how many survey requests are sent out, and hopefully help you avoid frustrating your customers by sending them a request to provide feedback every single time!
Want to just watch how to do this? Check out the video below:
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If you are sending out surveys to gain feedback from your customers, it’s great to be able to generate the requests after each interaction you have with them. Or is it? If you send a survey request after every single case that’s closed, some of your contacts could end up with several survey requests each … Continue reading Control Number Of Surveys Sent
If you are responsible for communications sent to your customers by your organisation, making sure people’s communication preferences are adhered to is likely top of mind. At the bottom of every Forms Pro survey email that goes out is an Unsubscribe link. This allows the recipient to stop receiving emails requesting them to complete a … Continue reading Managing Survey Unsubscribes In Forms Pro