Overview of Third-Party Form Builder (Voice of Customer) Applications that Integrate with Dynamics 365/Power Platform

Clients often ask me if it is possible to integrate third-party form builder applications with Microsoft Dynamics 365 and the broader Power Platform. The short answer to that question is yes. However, there are a number of considerations to be made when choosing which is the right form builder application for your deployment.

Evaluation of Third-Party Form Builder applications

Some of the factors that may affect your decision to choose the right third party form builder include:

• Is there a native Power Automate certified connector available to simply integration with Dynamics 365 / Power Platform? If so, what triggers and actions does it support?
• Are there available web services in which to cater for more advanced integration scenarios? If so, what operations and actions can be performed via these web services.
• Is the form builder application available in my geography, this may be important when considering GDPR or other local regulations that govern privacy.
• What level of authentication is supported? Does it support integration with common authentication providers (e.g. Microsoft Entra ID).
• Do I need any additional licensing for my application to integrate with Microsoft Dynamics 365 / Power Platform?
• Is it possible to trial this product prior to purchasing so that I can develop a proof-of-concept for my users.

Contenders

During my evaluation there were a number of notable form builder applications that stood out. In no order of preference, they are:

• Mailchimp
  Founded in 2001 as a marketing automation and email marketing platform, Mailchimp are considered one of the more established platforms that provides form design capabiliities.

  The good news is that when it comes to integration with Microsoft, there is a Power Automate certified connector for Mailchimp. Documentation for this connector with available actions and triggers is located at https://learn.microsoft.com/en-gb/connectors/mailchimp/

• Snapforms
  If your deployment is located in Australia where there are strict regulations that govern privacy and regulations, then it is work considering Snapforms.

  Snapforms is a lightweight form designer/builder and has a third party non-certified connector that can be used with Power Automate. A provided JSON file is provided so that you can may integrate the solution with Power Automate as a custom connector or as an Azure Logic App. All common actions such as Upon Submit, download response payload, download as PDF are available.

  Snapforms offer a trial for users, and their pricing ranges from $39aud/month for the standard edition through to $129aud/month for their Professional edition. Note that API web services support is only offered on their Professional tier.

• SurveyMonkey
  Founded in 1999, SurveyMonkey describe themselves an experience management company that offers cloud-based market insights, online survey engagement, and a suite of back end programs.

  Fortunately, there is a certified Power Automate connector available that offers a series of actions and triggers that allow you to extract responses from the platform. They are described at the following documentation site:
  https://learn.microsoft.com/en-us/connectors/surveymonkey/

  There is also a free trial available, and licensing starts from $23aud/month through to $75aud/month with an enterprise option available upon request.

• JotForm
  Founded in 2006, JotForm is lightweight form builder application that offers form design and management capabilities. Another notable feature is that it offers HIPAA compliance, which may be relevant if you are in the health sector.

  JotForm does have an certified Power Automate connector for both their enterprise and non-enterprise customers. The documentation is available from the following website:
  https://learn.microsoft.com/en-us/connectors/jotformenterprise/

  Additionally there is a free trial available, with pricing starting at $34/month through to $99/month with enterprise licensing available upon request.

• Qualtrics CustomerXM
  Qualitrics is probably the largest in terms of market share in the customer voice segment, and a leader in the Gartner Magic Quadrant. They offer a full suite of customer voice and analytics products under the CustomerXM solution.

  While there is no certified connector for Power Automate, they do offer extensive web services that enable a developer to build custom connectors for Logic Apps and Power Automate for practically any given scenario.

  There is a trial available for CustomerXM, and price is available upon request.

The above is by no means an exhaustive list of products that work well together with Dynamics 365 and the Power Platform, and merely serve as an example of what is out in the market and the capabilities which they support. Note, I am no way affiliated with any of the above companies, and merely compiled this list based on my independent research of available products.