Power Automate Expressions To Use With Forms Pro
Jan27

Power Automate Expressions To Use With Forms Pro

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 of the expressions I have used to get the most out of using Forms Pro. It’s all about that Power Automation! Get Response…...

Read More
Email Address Validation in Forms Pro
Jan23

Email Address Validation in Forms Pro

If you are sending out surveys to anonymous people, perhaps the first time you are collecting any kind of data from someone, an email address is a likely piece of information you’ll want to gather. Up until now, this has just been a text question with no validation at all. People could miss out the @ symbol or just type in anything without us knowing if it’s an email address. That’s now… Continue Reading Megan...

Read More
Email Address Validation – Microsoft Forms Pro – YouTube
Jan23

Email Address Validation – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

Read More
Retaining Line Breaks In Multi-Line Text Fields From Forms Pro
Jan14

Retaining Line Breaks In Multi-Line Text Fields From Forms Pro

So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line breaks from being stripped out of multi-line text fields populated in a Forms… Continue Reading Megan V....

Read More
Retaining Line Breaks In Multi-Line Text Fields – Microsoft Forms Pro – YouTube
Jan14

Retaining Line Breaks In Multi-Line Text Fields – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

Read More
Four Ways To Learn Forms Pro
Jan07

Four Ways To Learn Forms Pro

It’s 2020 and no doubt you feel like you’ve never been away from work, straight back into it! Hopefully, you had some time off at the end of the year, and maybe even took some of it to think about your plans and goals for the coming 12 months. For me, one of the things I am most passionate about is training, going back to how I first got into working with software well over a decade ago. I’m… Continue Reading...

Read More
6 Tools For Productivity & Brand Building
Jan02

6 Tools For Productivity & Brand Building

Although my website and the articles I write are primarily about Microsoft, once in a while I feel the need to write about other software or services that I’ve found and have crept in to my weekly routines. I’ve got six I want to share that have helped me become more productive and/or helped me with building and focusing in on my own personal brand. You might already be using a few, or maybe… Continue Reading Megan...

Read More
Day 25 – MVP Advent Calendar – YouTube
Dec25

Day 25 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 24 – MVP Advent Calendar – YouTube
Dec24

Day 24 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 23 – MVP Advent Calendar – YouTube
Dec23

Day 23 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 22 – MVP Advent Calendar – YouTube
Dec22

Day 22 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 21 – MVP Advent Calendar – YouTube
Dec21

Day 21 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 20 – MVP Advent Calendar – YouTube
Dec20

Day 20 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Scottish Summit – Make Sure You Attend!!! – YouTube
Dec19

Scottish Summit – Make Sure You Attend!!! – YouTube

Not quite 12 Days of Christmas, but 12 facts & figures about Scottish Summit Feb 29th 2020. These reasons are so compelling – see you there? #SS2020 – get your tickets today! https://scottishsummit.com/tickets Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn: http://linkedin.com/in/meganwalker 🎯 Subscribe to my blog...

Read More
Set Amount & Day Limits On Survey Responses
Dec19

Set Amount & Day Limits On Survey Responses

If you are sending out survey invites to your customers, ideally they respond in a timely manner. You have ways in which you can do follow up reminders, but what if the response is time sensitive? If they purchased something, do you really want them to be able to provide feedback on an interaction three months later? Or, what if you want to be able to control how many responses you get? Well,… Continue Reading Megan V....

Read More
Setting Day & Amount Limits On Survey Responses – Microsoft Forms Pro – YouTube
Dec19

Setting Day & Amount Limits On Survey Responses – Microsoft Forms Pro – YouTube

Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences. This video shows how to change settings to set the number of responses allowed on a survey, and the number of days that can pass before a customer can no longer...

Read More
Day 19 – MVP Advent Calendar – YouTube
Dec19

Day 19 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 18 – MVP Advent Calendar – YouTube
Dec18

Day 18 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
See You At Scottish Summit?
Dec17

See You At Scottish Summit?

January 26th 2019 brought us the first D365 Saturday Scotland event, held in Glasgow. Much like any other event I go to, I was looking forward to it, but nothing prepared me for just how fantastic it was. It was extremely well attended, with great speakers, and it had a buzz about it which created a very special atmosphere. There were over 300 attendees, and 18 sessions across one day. Well,… Continue Reading Megan V....

Read More
Day 17 – YouTube
Dec17

Day 17 – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 16 – MVP Advent Calendar – YouTube
Dec16

Day 16 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 15 – MVP Advent Calendar – YouTube
Dec15

Day 15 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 14 – MVP Advent Calendar – YouTube
Dec14

Day 14 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 13 – MVP Advent Calendar – YouTube
Dec13

Day 13 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 12 – MVP Advent Calendar – YouTube
Dec12

Day 12 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 11 – MVP Advent Calendar – YouTube
Dec11

Day 11 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Generating Invoices To Display In Power Apps Portal
Dec10

Generating Invoices To Display In Power Apps Portal

Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF of the invoice which could then be displayed on the portal. However, I wanted something that looked better than that, and also was less manual. This process can be followed exactly, or you… Continue Reading Megan V....

Read More
Generating Invoices To Display In Power Apps Portals – YouTube
Dec10

Generating Invoices To Display In Power Apps Portals – YouTube

Using a combination of tools, we can generate a PDF of an invoice automatically which can then be displayed, embedded in a Power Apps Portal (Dynamics 365 Portal). This video explains the entire process. A few useful links to help: Generate PDF Attachments From Word Document Templates: https://www.bruce365.com/2018/05/14/generate-pdf-note-attachments-in-dynamics-through-flow/ Creating Web Templates With Liquid & HTML: Dynamics 365...

Read More
Day 10 – MVP Advent Calendar – YouTube
Dec10

Day 10 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 9 – MVP Advent Calendar – YouTube
Dec09

Day 9 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 8 – MVP Advent Calendar – YouTube
Dec08

Day 8 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 7 – MVP Advent Calendar – YouTube
Dec07

Day 7 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 6 – MVP Advent Calendar – YouTube
Dec06

Day 6 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 5 – MVP Advent Calendar – YouTube
Dec05

Day 5 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 4 – MVP Advent Calendar – YouTube
Dec04

Day 4 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 3 – MVP Advent Calendar – YouTube
Dec03

Day 3 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: https://mvp-advent.meganvwalker.com/ Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Thanks for watching. You can find me in the following places: 🎯 Website:...

Read More
Day 2 – MVP Advent Calendar – YouTube
Dec03

Day 2 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Day 1 – MVP Advent Calendar – YouTube
Dec03

Day 1 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

Read More
Forms Pro Update Overview Webinar – November 2019 – YouTube
Nov20

Forms Pro Update Overview Webinar – November 2019 – YouTube

Forms Pro Update Overview Webinar – November 2019 The latest features in Forms Pro. Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn: http://linkedin.com/in/meganwalker 🎯 Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #EmojiMegs #PowerPlatform #MSDynCRM #MSDyn365 #D365...

Read More
December Forms Pro Webinar – New Updates
Nov20

December Forms Pro Webinar – New Updates

I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to use the new features and functionality. The next webinar will be Wednesday, 18 December 2019 at 8 PM… Continue Reading Megan V....

Read More
Creating A Forms Library – Flow Two
Nov20

Creating A Forms Library – Flow Two

Here we have the final article in a three part series of how to create a Forms Library using Microsoft Flow, Dynamics Portals and Forms Pro. Part One showed all of the D365CE and Portal configuration needed, then Part Two showed how to create a Flow to actually generate Account specific surveys which would then be displayed in the Portal. When the Form Requests are first created and need to be… Continue Reading Megan V....

Read More
Part Three – Creating A Forms Library – Flow Two – Microsoft Forms Pro – YouTube
Nov20

Part Three – Creating A Forms Library – Flow Two – Microsoft Forms Pro – YouTube

Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences. Using Dynamics 365 Portals and Microsoft Forms Pro, we can create a Forms Library to request customers to complete forms via a portal. This is the third and final...

Read More
Creating A Forms Library – Flow One
Nov14

Creating A Forms Library – Flow One

Following on from the first part of Creating A Forms Library, let’s now look at creating a Microsoft Flow to generate the Form Requests for an Account and have them displayed in your Dynamics Portal. The first thing we need is a trigger of some kind. To keep things simple I have a Yes/No field to indicate if forms should be generated for an Account. The next thing we need are the forms,… Continue Reading Megan V....

Read More
Part Two – Creating A Forms Library – Flow One – Microsoft Forms Pro – YouTube
Nov14

Part Two – Creating A Forms Library – Flow One – Microsoft Forms Pro – YouTube

Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences. Using Dynamics 365 Portals and Microsoft Forms Pro, we can create a Forms Library to request customers to complete forms via a portal. This is the second part in a...

Read More
Creating A Forms Library – Portal Configuration
Nov12

Creating A Forms Library – Portal Configuration

If you have been reading my blog for a while you will know there are several things I love to write about (and no, not Emojis ) – that’s Forms Pro and Portals. So I think it is about time I combine the two and walk through how I created a Forms Library for clients to be able to complete needed forms during an ‘onboarding’ process (see the screenshot below). Of course, this concept could be… Continue...

Read More
Part One – Creating A Forms Library – Portal Configuration – Microsoft Forms Pro – YouTube
Nov12

Part One – Creating A Forms Library – Portal Configuration – Microsoft Forms Pro – YouTube

Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences. Using Dynamics 365 Portals and Microsoft Forms Pro, we can create a Forms Library to request customers to complete forms via a portal. This is the first part in a...

Read More
Forms Pro Webinar – New Updates
Nov08

Forms Pro Webinar – New Updates

I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to use the new features and functionality. The first webinar will be Wednesday, 20 November 2019 at 8 PM… Continue Reading Megan V....

Read More
Include First Question In Survey Email
Nov06

Include First Question In Survey Email

Creating surveys using Forms Pro is easy. It’s getting people to complete and submit their responses that’s often the hard part! One way is to show the initial part of the survey in the emails you send out and add in the first question. We can now do this when sending out the survey invitations directly from Forms Pro (not via FLOW at this point in time). Let’s look at how to do this. When… Continue Reading...

Read More
Include First Question In Survey Email – Microsoft Forms Pro – YouTube
Nov06

Include First Question In Survey Email – Microsoft Forms Pro – YouTube

Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences. This video shows how to insert the first question of a survey in to an email sent from Forms Pro directly. More information on tools used in this video: ✔...

Read More
Comment on Forms VS Forms Pro – What Is The Difference? by Megan V. Walker
Oct31

Comment on Forms VS Forms Pro – What Is The Difference? by Megan V. Walker

Hi Ruud, thanks for the comment. I have confirmation from the product team at Microsoft that Forms Pro is GDPR compliant. You are correct in that you couldn’t use it for Education, it was originally blocked during the preview phase. It was enabled for Education when they launched it for GA on July 1st so you should be able to use it in the Education sector. Government account support is… Continue Reading Megan V....

Read More