Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record. You can easily set a Survey Invitation regarding a case, and the corresponding Survey Response also comes back linked to the case. That’s simple to do (see here and here), but … Continue reading Display Survey Response Details On Case Record

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 trying to review and monitor the number of survey responses received. As standard, there are 2,000 responses a month that can be received (you can increase this as needed). In another … Continue reading Setting Up Notifications For Approaching Survey Response Limits

If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to the respondents depending on how they answer specific questions. We have a way we can do this by using a Choice question and Branching Rules to determine what gets displayed. First … Continue reading Displaying Information Using Branching Rules & Choice Questions

Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the scene, variables have existed and could be added to a survey, but it was limited. Gradually we have seen more and more options added, with variables becoming increasingly more flexible. I’ve … Continue reading Ten Ways To Use Variables In Forms Pro

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 area that was lacking was the ability to pass through a variable and then use it in a branching rule. This would then give us the ability to show or hide … Continue reading Combining Variables And Branching Rules

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

In a previous post, we looked at creating a new form layout to view Forms Pro survey responses. We can do cool things with other Forms Pro entities, providing valuable and meaningful information to end-users. In order to do this, you will need to have a license for Power Apps or be a Dynamics 365 … Continue reading Creating A Forms Pro Survey Summary Form

Forms Pro is built on the Common Data Service. This means that all of the entities (survey, survey response, survey invites, survey questions etc.) are all accessible if you have a license to create Power Apps. If you are a Dynamics 365 Customer Engagement customer, you hopefully already know this. The entities were all locked … Continue reading Formatting Forms Pro Entity Forms

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 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