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
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Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an email with the event info, but how do we know that the person I invited is also the person that registered? How can we tie that all together? This post gives … Continue reading Create An Event Invitation Process In Customer Insights Journeys
I wrote about this back in 2019 back when Dataverse was the Common Data Service, and Customer Voice was Forms Pro, AND before Realtime Marketing and Customer Insights Journeys. So time for a bit of a revamp! This post will look at how you can calculate your organisations overall Net Promoter Score in Dataverse. It … Continue reading Calculating Your Overall Net Promoter Score In Dataverse
I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form … Continue reading Internal Notification Emails For Event Forms In Realtime Marketing
When setting up D365 Marketing for the first time, you are given an option for web hosting to determine where your landing pages and marketing forms are going to be used. You can use your own webserver, or a D365 portal. Until now, I have always suggested using your own webserver as the easiest option. … Continue reading D365 Marketing Events Portal Using Power Pages
If you are currently a Forms Pro customer, hopefully, you didn’t miss the announcement a few weeks ago: Forms Pro is becoming Dynamics 365 Customer Voice. Upgrades will begin in August, but what should you expect? Let’s take a quick look. Once your transition has occurred and you go to https://forms.office.com/ you will see a … Continue reading The Upgrade Process From Forms Pro To Customer Voice
What? Why? When? All valid questions. During the Inspire event (July 21st 2020) Microsoft made a massive announcement about changes coming to their survey and feedback offering. It seems like about a year ago that Microsoft launched Forms Pro (pretty much give or take a few weeks!), which provided functionality tied into the Common Data … Continue reading Forms Pro Becomes Customer Voice
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
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 used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro 🙂 – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your … Continue reading Forms Pro & Dynamics 365 Marketing