One of the things I love about Power Automate and Dataverse combined, is how every day is a school day. We create new processes or flows that work great for the time in which they were created, then you learn more, or things change and new functionality is released, and now it’s time to learn … Continue reading Creating Internal Notification Emails For Outbound Marketing Form Submissions
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NOTE: I have since written a more robust and fuller blog post about this, which covers all scenarios and re-formatting of the values that are returned in a form submission. Please read this blog post instead to compare and see the extended details. One of the common requests for processes when a submission from a … Continue reading Create An Email Notification For Each D365 Marketing Form Submitted
For my own website, I have a way for people to subscribe to different categories of blog posts. I give them a subscription page and the option to select which types of content to receive. I appreciate that not everyone is interested in all of the areas I cover, so they can select accordingly so … Continue reading D365 Real-time Marketing, RSS Feeds & Subscription Centres
When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely surveys@email.formspro.microsoft.com email address. Your name will be displayed, but still, it doesn’t look that great and could confuse some people. Worse, it could even end up being ignored. Did you know you can change that, and … Continue reading Sending D365 Customer Voice Surveys From Your Own Domain
If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or … Continue reading Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice
Microsoft is continually making changes to Dynamics 365 Customer Voice. This includes new functionality that’s immediate and noticeable and sometimes comes in the form of a simple new field that allows us to do so much more. The Details of the Survey Response or msfp_questionresponseslist field is one such field. In this post let’s dig … Continue reading Sending Notifications From The Details Of Survey Responses
If you are in the Power Platform world you might be thinking…. oooh Flows! Power Automate! Nope, not here, but Flows do also exist in Google Analytics. There are several flow reports. The User Flow of your Audience, the Behaviour Flow of the Users, the Users Flow from Social traffic and the Events Flow. Each … Continue reading Part 12 – Understanding The Flow Of Your Website Users
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
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