*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
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 few things. First, a popup that shows Forms Pro has moved to Dynamics 365 Customer Voice. There will also be a banner at the top stating: Microsoft Forms Pro is now Dynamics 365 Customer Voice! Access your surveys there. Note: Forms Pro surveys will no longer be available on this site after 08/30/2020. You can click on Try Customer Voice from the pop up, or click Open Customer Voice from the top banner.
A new tab will open, taking you to Customer Voice. A pop-up gives you some details stating that all of your surveys are here.
To find all your surveys, you’ll need to go to All Projects. Each survey will be part of a Project. We can see the number of responses and the environment the project is linked to. Clicking on the name of one of the projects will open it.
Within the Project, your survey will be listed as Survey 1. Click on it to see the Design aspects of the survey.
Clicking on the Send tab will give an overview of the survey showing any flows from Power Automate that are linked, the total invites, responses unsubscribes and failed attempts of sending the survey.
That’s it, the upgrade process is simple. Nothing for you to do. For more information on how Customer Voice works, I am giving a presentation for the xRM User Group on August 4th, more details are found here: 📅 xRMVirtual User Group – Customer Voice Demo
There is also content available on Microsoft Learn which can be accessed here: 👩🎓 Customer Voice Microsoft Learn Modules
Finally, if you missed the video I released the same day Dynamics 365 Customer Voice was announced, you can watch it here:
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5 thoughts on “The Upgrade Process From Forms Pro To Customer Voice”
Quick question – is branching available in Customer Voice? I don’t see it. Thanks!
Hi Cindy. Yes it is! When you are in a project and then viewing one of your surveys, click on the Customisation tab on the right. Branching is there as one of the options. Click on it to open the Branching rules area.
Megan, I read through the documentation. Is it true that the quiz functionality is no longer supported? And I was using branching to implement a mini-quiz by branching back to the same question until the user answered the question correctly. I am unable to do that now – it looks like I am only allowed to branch forward. Is that correct? THANK YOU SO MUCH!
Megan, I found the forum that you linked to in a different post. I am all good now. Thanks!
Hi Cindy, apologies for the delay, I have been on holiday/vacation for the past week. Glad you got it sorted! 😊
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