Microsoft Forms Pro

If you would like more information on Microsoft Forms Pro, you can check out my YouTube playlist below, or read through any of the blog posts below that.

Forms Pro Articles

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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….

  • 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…

  • 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…

  • 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 Microsoft Dynamics 365 Customer Engagement? Let’s take…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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….

  • 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…