Microsoft Forms Pro

PLEASE NOTE: Forms Pro is now Dynamics 365 Customer Voice. Some of the content below will still work for D365 Customer Voice, but just be aware that it is now a different product.

Creating Surveys Using Microsoft Forms Pro - 2019-04-04

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in … Continue reading Creating Surveys Using Microsoft Forms Pro
Creating A Simple Quiz With Microsoft Forms - 2019-04-09

Microsoft Forms Pro provides you with two options when creating a form. You can either create a Survey, or you can create a Quiz. The Quiz is part of the original Microsoft Forms offering. If you haven’t used it before, hopefully this blog will help as it looks at how to create a simple Quiz. … Continue reading Creating A Simple Quiz With Microsoft Forms
Send Forms Pro Survey On Case Closure - 2019-04-16

One of the most common reasons for sending out a survey request, is for the customer services team to get feedback upon the closure of a support case or ticket. Using Microsoft Forms Pro, we can have an email triggered once a case is closed in Dynamics 365 CE (CRM) using a mixture of an … Continue reading Send Forms Pro Survey On Case Closure
Add Personalisation To Forms Pro Survey - 2019-04-18

We’ve got our survey set up, and we have an email that’s sent once a case is closed. Great that we can add their first name to personalise it a bit, but how about providing more details on which case the survey is referring to? What about showing which Support Rep helped them so they … Continue reading Add Personalisation To Forms Pro Survey
Forms Pro Branching Rules – Show & Hide - 2019-04-23

Once we have a Microsoft Forms Pro survey up and running, one way to make it more interactive and dynamic is to use branching rules. These rules allow conditions to be set on fields, and in the simplest way just show or hide fields based on values in another field. In this post we will … Continue reading Forms Pro Branching Rules – Show & Hide
Forms Pro Branching Rules – Chained Surveys - 2019-04-24

It’s possible you may want to collect data from a customer, but not all from within the same survey. Forms Pro has a way to link feedback requests together using ‘chained surveys’. For example, at the end of a survey asking for feedback on a purchase from a pet supply store, we might want to … Continue reading Forms Pro Branching Rules – Chained Surveys
Forms Pro Branching Rules – Navigate To URL - 2019-04-25

Once a survey has been completed, the default ‘thank you’ is displayed within Microsoft Forms Pro. This might be fine, but if you want to have a more complete process, and keep your customers or participants engaged, how about sending them to your website and to a specific page instead? We can do this by … Continue reading Forms Pro Branching Rules – Navigate To URL
Using Emojis In Forms Pro Surveys - 2019-04-30

Ever since writing about using Emojis in Optionsets, it’s been something that I check out in each new area of the Microsoft PowerPlatform I dig in to. So…. it had to be done with Microsoft Forms Pro too. Can they be added? How do they look? Is it practical? Let’s take a look and find … Continue reading Using Emojis In Forms Pro Surveys
Forms Pro Multilingual Surveys - 2019-05-02

For any organisation, providing content and communication to your customers in the right language is important. Microsoft Forms Pro provides the option to create multilingual surveys. If you create your survey using multiple languages, a respondent will be shown the right version for them based on the language setting in their browser. Let’s walk through … Continue reading Forms Pro Multilingual Surveys
Adding Forms Pro Survey Entities To A Model Driven App - 2019-05-07

If you’ve been using Microsoft Forms Pro, you will know that you can review the question responses associated with each survey directly within the site. But where are those answers actually going? How can you find them, and to be more exact, where can you find them within the Common Data Service? Let’s take a … Continue reading Adding Forms Pro Survey Entities To A Model Driven App
Send Surveys To A D365 CE View - 2019-05-09

A really cool feature in Microsoft Forms Pro is the ability to send out surveys to a view from Dynamics 365 Customer Engagement. So consider an event or webinar you have held, and you want to send out a survey to them asking for feedback, you can simply select the view when you send an … Continue reading Send Surveys To A D365 CE View
Creating Custom Email Templates In Forms Pro - 2019-05-14

When sending out emails for things like a case closure, or any time you wish to request feedback from your customers, you want to make sure those emails are in line with your companies brand guidelines. You can do this with Forms Pro email templates, although it might not be immediately obvious. So let’s look … Continue reading Creating Custom Email Templates In Forms Pro
Link Anonymous Forms Pro Survey Responses To Records - 2019-05-21

If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to achieve this. … Continue reading Link Anonymous Forms Pro Survey Responses To Records
Using Net Promoter Score in Forms Pro Surveys - 2019-05-29

If you aren’t familiar with Net Promoter Score, you can find out more here. It’s a commonly recognised scale with which to measure the overall satisfaction of your customers. You’ve all seen it on a survey, usually at the end where you are asked if you would recommend a product, service or company on a … Continue reading Using Net Promoter Score in Forms Pro Surveys
Calculating Your Organisation Net Promoter Score with Forms Pro - 2019-05-30

Using Net Promoter Score, you can assess customer loyalty for your product, service or organisation. This blog post was previously done using Voice of the Customer for gathering feedback. Can calculating your overall Net Promoter Score be achieved using Microsoft Forms Pro? You bet it can! In this post we will walk through how to … Continue reading Calculating Your Organisation Net Promoter Score with Forms Pro
Embed Forms Pro Survey Inline In Website - 2019-06-05

Once you have your Forms Pro Survey created, you need to send the survey to people. One of the options is to embed it in to a website. Clicking on the Embed option from the Send Survey tab, you are presented with three options. One of them is Inline. Let’s look at how to embed … Continue reading Embed Forms Pro Survey Inline In Website
Using Parameters To Pass Forms Pro Survey Context - 2019-06-11

So far we’ve covered a lot on Microsoft Forms Pro. This post comes with some feedback and knowledge direct from a member of the Forms Pro team at Microsoft. So special thanks to Prateek Sethi for providing guidance with the steps for the Microsoft Flow, and using the parameters effectively. In this post we will … Continue reading Using Parameters To Pass Forms Pro Survey Context
Duplicate Checking for Forms Pro Survey Responses - 2019-06-18

In a recent survey we looked at Using Parameters To Pass Forms Pro Survey Context. Within that post, a Lead record was created when they filled out a survey embedded in to a website. One thing we didn’t do within that was to check and see if the Lead record already existed within the related … Continue reading Duplicate Checking for Forms Pro Survey Responses
Multilingual Email Templates in Forms Pro - 2019-06-26

Within this Forms Pro series I have covered Multilingual Surveys and Email Templates separately. How can we combine the two and create Multilingual Email Templates? It’s not straight forward but it is possible. We just need to set up the various elements and then combine them all together with Microsoft Flow. First start off by … Continue reading Multilingual Email Templates in Forms Pro
Creating An Invitation To A Forms Pro Survey - 2019-07-02

In previous posts we’ve looked at how to distribute a survey using Microsoft Flow, and using the Send Survey action. This allows you to generate an email sent using an email template you’ve created in Forms Pro. The email comes from a forms pro email address and is only customised to a certain extent. In … Continue reading Creating An Invitation To A Forms Pro Survey
Forms Pro Environments & Deployment - 2019-07-09

Creating a Forms Pro survey is simple and straightforward. Making sure you’ve created it in the right place can be a little confusing at first though. Depending on what other areas of the Microsoft stack you are using, you could end up with multiple places in which you could possibly add a new survey. You’ve … Continue reading Forms Pro Environments & Deployment
Negative Sentiment Analysis Using Forms Pro - 2019-07-17

In previous posts we’ve looked at adding the Net Promoter Score (NPS) question to a survey, and how to incorporate it in to your entire organisation using Forms Pro. What if your customer is happy overall, but there is a specific incident where their experience is negative? NPS isn’t going to give you the big … Continue reading Negative Sentiment Analysis Using Forms Pro
Send Forms Pro Survey Invites Via CSV File - 2019-07-23

There are several ways to send out a Forms Pro Survey and request feedback. You can send invites to a Dynamics 365 Customer Engagement View, or send to a contact when a case is closed. Another way is to import a CSV fill full of recipients. To get started, navigate to the Send Survey tab … Continue reading Send Forms Pro Survey Invites Via CSV File
Updating Records From Responses Using Piped Variable Parameters - 2019-07-30

Sometimes a blog post takes a village. 🙂 An idea comes from the community, where someone is trying to achieve something new, something for a project or a specific requirement within their organisation. Thanks to Todd Mercer for the original question! This blog is written based on the need to send an email to let … Continue reading Updating Records From Responses Using Piped Variable Parameters
Survey Overview Using Word Document Templates - 2019-08-06

Forms Pro Survey records display some basic information about the survey you have created. You can navigate to the related records but have to do this in several steps to see all of the questions, the responses and the invites. A very quick and easy way to see all of this in one place is … Continue reading Survey Overview Using Word Document Templates
Using Charts & Dashboards To View Survey Responses - 2019-08-08

If you are using Dynamics 365 Customer Engagement, you will no doubt have used Charts, Views and Dashboards to get a visual representation of your data. This is no different for your Forms Pro Survey responses! We can create charts to display the responses from a view (search) and display them in various places. It’s … Continue reading Using Charts & Dashboards To View Survey Responses
Managing Survey Unsubscribes In Forms Pro - 2019-08-20

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
Control Number Of Surveys Sent - 2019-08-27

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
Forms VS Forms Pro – What Is The Difference? - 2019-09-03

Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019. Both have tons of functionality. Both can be used by an organisation to gather feedback from customers, prospects and even employees. So what is the difference between the two? If you want to create a classic form, this can only be … Continue reading Forms VS Forms Pro – What Is The Difference?
Add A Subject To Each Survey Invite - 2019-09-05

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
Create A Quick Poll In Outlook With Microsoft Forms - 2019-09-24

A large proportion of my blog posts have been about Forms Pro in 2019. Although the spotlight has been on this tool, there are new features being released for Microsoft Forms too. With Forms, the data isn’t stored in the Common Data Service, but is still accessible and can be viewed online. A really cool … Continue reading Create A Quick Poll In Outlook With Microsoft Forms
Printing A Forms Pro Survey Response Report - 2019-10-02

In an ideal world, we don’t print things. We only review data online. While that’s a nice idea, and in some cases I agree, there are instances when the need to print exists. If you ever want to print out a Survey Response from Forms Pro, there is no easy way to do this. You … Continue reading Printing A Forms Pro Survey Response Report
Send Reminder When Survey Response Not Received - 2019-10-08

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
Voice of the Customer Is No More! - 2019-10-16

This is not news, I know, but trust me, if you are still using Voice of the Customer, you need to read this to make sure you are taking advantage of an amazing offer. Deprecation for Voice of the Customer was announced on July 1st, 2019 by Microsoft. Perhaps an unpopular opinion, but I loved … Continue reading Voice of the Customer Is No More!
Ideas For Using QR Codes & Forms Pro - 2019-10-23

If you have been using Forms or Forms Pro for a while, you will no doubt be aware of the ability to download a QR Code for the survey. QR Code readers are available to download for phones and tablets. For iPhone users, just taking a photo of the QR code with the native camera … Continue reading Ideas For Using QR Codes & Forms Pro
Forms Pro Power BI App - 2019-10-29

You’ve seen charts & dashboards, and even been given FREE reports… so now let’s look at Forms Pro in relation to Power BI. Microsoft have provided a Power BI app that can be installed from AppSource. The template provided is based on using Forms Pro for case resolution. In order to get the most out … Continue reading Forms Pro Power BI App
Customise Footer Text On Forms Pro Survey - 2019-10-31

We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By default it shows ‘This content is created by the owner of the form. The data you submit will … Continue reading Customise Footer Text On Forms Pro Survey
Include First Question In Survey Email - 2019-11-06

Creating surveys using Forms Pro is easy. It’s getting people to complete and submit their responses that’s often the hard part! One way is to show the initial part of the survey in the emails you send out and add in the first question. We can now do this when sending out the survey invitations … Continue reading Include First Question In Survey Email
November Forms Pro Webinar – New Updates - 2019-11-08

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. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar … Continue reading November Forms Pro Webinar – New Updates
December Forms Pro Webinar New Updates - 2019-11-20

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, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to … Continue reading December Forms Pro Webinar New Updates
Set Amount & Day Limits On Survey Responses - 2019-12-19

If you are sending out survey invites to your customers, ideally they respond in a timely manner. You have ways in which you can do follow up reminders, but what if the response is time sensitive? If they purchased something, do you really want them to be able to provide feedback on an interaction three … Continue reading Set Amount & Day Limits On Survey Responses
Four Ways To Learn Forms Pro - 2020-01-07

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 at the end of the year, and maybe even took some of it to think about your plans and goals for the coming 12 months. For me, one of the things … Continue reading Four Ways To Learn Forms Pro
Email Address Validation in Forms Pro - 2020-01-23

If you are sending out surveys to anonymous people, perhaps the first time you are collecting any kind of data from someone, an email address is a likely piece of information you’ll want to gather. Up until now, this has just been a text question with no validation at all. People could miss out the … Continue reading Email Address Validation in Forms Pro
Custom Regex Validation In Forms Pro - 2020-01-29

We recently looked at using the Restrictions option on a Text field in Forms Pro, which gives us the option to set it as an Email address. This provides validation checking to make sure the value entered by the respondent is correct. What if you have other fields like this? We have an option in … Continue reading Custom Regex Validation In Forms Pro
Extracting Survey Variables From Forms Pro Responses (Without Access To CDS) - 2020-02-04

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)
Connecting Forms Pro Surveys Using Variables - 2020-02-11

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
What Does The Survey Invite Status Mean? - 2020-02-18

Once you have sent out your survey invitations (either direct from Forms Pro or using Power Automate to generate and send out the invitation emails), how do we know what’s happened to them? If you have looked in the Common Data Service using a Model-Driven App, or have paid attention to the invitations in Forms … Continue reading What Does The Survey Invite Status Mean?
Ten Custom Expressions To Use With Forms Pro - 2020-02-24

Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted as an email address is straight forward enough too. We also have the ability to do formatting checks using custom regular expressions which I wrote about here. I’ve been told it’s … Continue reading Ten Custom Expressions To Use With Forms Pro
Triggering Power Automate For A Specific Survey - 2020-03-04

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
Using The Locale Variable To Send Multilingual Emails & Surveys - 2020-03-10

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
Passing Variables Through The Forms Pro Survey URL - 2020-03-20

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
Formatting Forms Pro Entity Forms - 2020-04-16

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
Creating A Forms Pro Survey Summary Form - 2020-04-22

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
Create A Survey Dashboard To View Response Levels - 2020-04-30

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
Combining Variables And Branching Rules - 2020-05-06

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
Ten Ways To Use Variables In Forms Pro - 2020-05-14

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
Displaying Information Using Branching Rules & Choice Questions - 2020-05-20

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
Setting Up Notifications For Approaching Survey Response Limits - 2020-05-27

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
Display Survey Response Details On Case Record - 2020-06-02

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