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....

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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...

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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: ✔...

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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....

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Customise Footer Text On Forms Pro Survey
Oct31

Customise Footer Text On Forms Pro Survey

We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By default it shows ‘This content is created by the owner of the form. The data you submit will be sent to the form owner. Never give out your password’. Chances are, this won’t really make much… Continue Reading...

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Customise Footer Text On A Forms Pro Survey – Microsoft Forms Pro – YouTube
Oct31

Customise Footer Text On A Forms Pro Survey – 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 quickly customise the footer text on a Forms Pro Survey. More information on tools used in this video: ✔ Microsoft Forms Pro:...

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Forms Pro Power BI App
Oct29

Forms Pro Power BI App

You’ve seen charts & dashboards, and even been given FREE reports… so now let’s look at Forms Pro in relation to Power BI. Microsoft have provided a Power BI app that can be installed from AppSource. The template provided is based on using Forms Pro for case resolution. In order to get the most out of it and see meaningful data, you can use the default Flow template for case resolution. You… Continue...

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Power BI App – Microsoft Forms Pro – YouTube
Oct29

Power BI App – 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. Analyze customer satisfaction insights combining Forms Pro and Dynamics 365 Customer Service data. In this video we tak a look at the Microsoft Forms Pro Customer...

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Ideas For Using QR Codes & Forms Pro
Oct23

Ideas For Using QR Codes & Forms Pro

If you have been using Forms or Forms Pro for a while, you will no doubt be aware of the ability to download a QR Code for the survey. QR Code readers are available to download for phones and tablets. For iPhone users, just taking a photo of the QR code with the native camera does the same thing. Once the QR Code is snapped, the user is taken to the link found in the code. QR Code for… Continue Reading Megan V. Walker’s...

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Voice of the Customer Is No More!
Oct16

Voice of the Customer Is No More!

This is not news, I know, but trust me, if you are still using Voice of the Customer, you need to read this to make sure you are taking advantage of an amazing offer. Deprecation for Voice of the Customer was announced on July 1st, 2019 by Microsoft. Perhaps an unpopular opinion, but I loved Voice of the Customer (VoC), even going so far as to create a VoC playlist on my YouTube channel. The… Continue Reading Megan V....

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Send Reminder When Survey Response Not Received
Oct08

Send Reminder When Survey Response Not Received

If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t replied to your original request? Let’s take a look at a Microsoft Flow to achieve this…. Continue Reading Megan V....

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Send Survey Reminder When Survey Response Not Received – Microsoft Flow – YouTube
Oct08

Send Survey Reminder When Survey Response Not Received – Microsoft Flow – 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. If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good...

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Printing A Forms Pro Survey Response Report
Oct02

Printing A Forms Pro Survey Response Report

In an ideal world, we don’t print things. We only review data online. While that’s a nice idea, and in some cases I agree, there are instances when the need to print exists. If you ever want to print out a Survey Response from Forms Pro, there is no easy way to do this. You could create a Word Document Template, but anyone who has done this in the past knows the frustration of not being able… Continue Reading Megan...

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Printing A Survey Response Report – Microsoft Forms Pro – YouTube
Oct02

Printing A Survey Response Report – 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. One thing you can’t do at the time of this video being created is get a report or print out of a survey response. If you want to see all of the questions and...

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Create A Quick Poll In Outlook With Microsoft Forms
Sep24

Create A Quick Poll In Outlook With Microsoft Forms

A large proportion of my blog posts have been about Forms Pro in 2019. Although the spotlight has been on this tool, there are new features being released for Microsoft Forms too. With Forms, the data isn’t stored in the Common Data Service, but is still accessible and can be viewed online. A really cool feature is the ability to add a Quick Poll directly in to an email in Outlook. Let’s take… Continue Reading Megan...

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Create A Quick Poll In Outlook With Microsoft Forms – YouTube
Sep24

Create A Quick Poll In Outlook With Microsoft Forms – 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. With Microsoft Forms Quick Poll, you can create an instant, real time poll in seconds within an email message. More information on tools used in this video: ✔...

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Custom Insight Cards For Net Promoter Score Feedback
Sep19

Custom Insight Cards For Net Promoter Score Feedback

In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that has the NPS question on it. We are then going to use Microsoft Flow to create our… Continue Reading Megan V....

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Custom Insight Cards For NPS Feedback – Microsoft Forms Pro – YouTube
Sep19

Custom Insight Cards For NPS Feedback – 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 will show you how to create a custom action card to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received...

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Create A Lead For Every Single Posted Form – YouTube
Sep18

Create A Lead For Every Single Posted Form – YouTube

I’ve loved ClickDimensions for a long time, at least 10 years. I’ve used it as a Marketing Manager and taken the exams to become ClickDimensions Certified. In short, I think it’s an awesome product, and one I recommend any organization review to see if it’s right for their business. That being said, although the solution might be right, the standard processes might not always fit each business model. I recently encountered a situation...

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Custom Insight Cards For Sentiment Feedback
Sep18

Custom Insight Cards For Sentiment Feedback

If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. You can find out more here. The biggest and one of the coolest things, you can create Custom Insight… Continue Reading Megan V....

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Custom Insight Cards For Sentiment Feedback – Microsoft Forms Pro – YouTube
Sep18

Custom Insight Cards For Sentiment Feedback – 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. If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date...

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Send Survey Request To Appointment Required Attendees
Sep10

Send Survey Request To Appointment Required Attendees

If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues and pain points they have. Meeting with them in person is the best approach, although not always feasible from a logistics perspective. If your Account Managers can visit your clients, fantastic, let’s then send out a survey request… Continue Reading Megan V....

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Send Survey Request To Appointment Required Attendees – Microsoft Flow – YouTube
Sep10

Send Survey Request To Appointment Required Attendees – Microsoft Flow – 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 will show you how to send a survey request to all appointment required attendees. If you have an Account Management program within your organisation,...

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Add A Subject To Each Survey Invite
Sep05

Add A Subject To Each Survey Invite

I like consistency. I can’t help it, it’s just how I am wired. One area of Forms Pro where there isn’t always consistency is with Survey Invites. Lucky for me (and others who crave orderliness) we can create a process where a subject will be added to every survey invite sent. First let’s look at how the survey invites work in terms of getting a subject. If you are logged in to Forms Pro… Continue Reading...

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Add A Subject To Each Survey Invite – Microsoft Flow – YouTube
Sep05

Add A Subject To Each Survey Invite – Microsoft Flow – 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 will show you how to add a subject to each survey invite created. If the invite is sent from Forms Pro, it uses the subject from the email template. If...

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Forms VS Forms Pro – What Is The Difference?
Sep03

Forms VS Forms Pro – What Is The Difference?

Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019. Both have tons of functionality. Both can be used by an organisation to gather feedback from customers, prospects and even employees. So what is the difference between the two? If you want to create a classic form, you can add this option to your default Forms Pro environment by clicking on the gear icon…. Continue Reading Megan V. Walker’s...

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Notification For Changes To User Settings
Aug29

Notification For Changes To User Settings

If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can access in their Personal Options on the Email tab. Three little settings, but they can cause such frustration. Each setting has it’s own challenges if a user changes them from what your organisation deems to be ‘right option’. In… Continue...

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Notification For Changes To User Settings – Microsoft Flow – YouTube
Aug29

Notification For Changes To User Settings – Microsoft Flow – YouTube

If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings that a user can access in their Personal Options on the Email tab. Three little settings, but they can cause such frustration. 😕 Each setting has it’s own challenges if a user changes them from what your organisation deems to be ‘right option’. In this video we...

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Control Number Of Surveys Sent
Aug27

Control Number Of Surveys Sent

If you are sending out surveys to gain feedback from your customers, it’s great to be able to generate the requests after each interaction you have with them. Or is it? If you send a survey request after every single case that’s closed, some of your contacts could end up with several survey requests each day. That could be a little annoying for them, so how can you control the number of survey… Continue Reading Megan...

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Control The Number of Surveys Sent – Microsoft Flow – YouTube
Aug27

Control The Number of Surveys Sent – Microsoft Flow – 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 will show you how to check the number of surveys that a Contact has already responded to first before sending them any more. It looks in the past 7 days...

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Managing Survey Unsubscribes In Forms Pro
Aug20

Managing Survey Unsubscribes In Forms Pro

If you are responsible for communications sent to your customers by your organisation, making sure people’s communication preferences are adhered to is likely top of mind. At the bottom of every Forms Pro survey email that goes out is an Unsubscribe link. This allows the recipient to stop receiving emails requesting them to complete a survey. What happens when it’s clicked on? Let’s find out!… Continue Reading...

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Managing Survey Unsubscribes – Microsoft Forms Pro – YouTube
Aug20

Managing Survey Unsubscribes – 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 will show you to understand and manage unsubscribes from Forms Pro surveys. More information on tools used in this video: Microsoft Forms Pro:...

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Sending Survey Invitations Via SMS (Text)
Aug13

Sending Survey Invitations Via SMS (Text)

Using an SMS (text message) option as a form of communication can be extremely beneficial to your organsation. It gives the ability to keep in touch with your customers in ways that suit them. We’ve looked at ways to send out Forms Pro Surveys using email, but how could we send a link to a survey invite via SMS? It’s not the only option, but there is a Microsoft Flow connector for a company… Continue Reading Megan V....

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Send Survey Invitations Via SMS – Microsoft Forms Pro – YouTube
Aug13

Send Survey Invitations Via SMS – 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 will show you how to send a survey invite using SMS (Text Message). More information on tools used in this video: Microsoft Forms Pro:...

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Using Charts & Dashboards To View Survey Responses
Aug08

Using Charts & Dashboards To View Survey Responses

If you are using Dynamics 365 Customer Engagement, you will no doubt have used Charts, Views and Dashboards to get a visual representation of your data. This is no different for your Forms Pro Survey responses! We can create charts to display the responses from a view (search) and display them in various places. It’s an easy and familiar way to review your survey feedback. Just a quick… Continue Reading Megan V....

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Charts & Dashboards To View Survey Responses – Microsoft Forms Pro – YouTube
Aug08

Charts & Dashboards To View 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 will show you how you can use the standard functionality in Dynamics Customer Engagement to create a visual overview of your Survey Responses with...

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Survey Overview Using Word Document Templates – Microsoft Forms Pro – YouTube
Aug06

Survey Overview Using Word Document Templates – 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 will show you how to create a quick and simple Word Document Template to get an overview of survey related data. This will show you the questions,...

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Survey Overview Using Word Document Templates
Aug06

Survey Overview Using Word Document Templates

Forms Pro Survey records display some basic information about the survey you have created. You can navigate to the related records but have to do this in several steps to see all of the questions, the responses and the invites. A very quick and easy way to see all of this in one place is to use an old favourite in terms of D365 Customer Engagement (CRM) functionality, and that’s our friend the… Continue Reading Megan V....

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Updating Records From Responses Using Piped Variable Parameters
Jul30

Updating Records From Responses Using Piped Variable Parameters

Sometimes a blog post takes a village. An idea comes from the community, where someone is trying to achieve something new, something for a project or a specific requirement within their organisation. Thanks to Todd Mercer for the original question! This blog is written based on the need to send an email to let a customer know about an upcoming appointment and ask them to confirm via a Forms… Continue Reading Megan V....

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Updating Records From Responses Using Piped Variable Parameters – Microsoft Forms Pro – YouTube
Jul29

Updating Records From Responses Using Piped Variable Parameters – 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 will show you how to pass piped variables from a survey through a survey invitation, then back through to the survey response. This can then be used to...

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Send Forms Pro Survey Invites Via CSV File
Jul23

Send Forms Pro Survey Invites Via CSV File

There are several ways to send out a Forms Pro Survey and request feedback. You can send invites to a Dynamics 365 Customer Engagement View, or send to a contact when a case is closed. Another way is to import a CSV fill full of recipients. To get started, navigate to the Send Survey tab on your survey, click on the Email option, then click on the Import recipients button on the top right of… Continue Reading Megan V....

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Send Survey Invites Via CSV File – Microsoft Forms Pro – YouTube
Jul23

Send Survey Invites Via CSV File – 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 will show you how to send survey invites by uploading a CSV file. More information on tools used in this video: Microsoft Forms Pro:...

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Negative Sentiment Analysis Using Forms Pro
Jul17

Negative Sentiment Analysis Using Forms Pro

In previous posts we’ve looked at adding the Net Promoter Score (NPS) question to a survey, and how to incorporate it in to your entire organisation using Forms Pro. What if your customer is happy overall, but there is a specific incident where their experience is negative? NPS isn’t going to give you the big picture. This is where Sentiment Analysis will help. It’s built in to Forms Pro and… Continue Reading...

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Negative Sentiment Analysis – Microsoft Forms Pro – YouTube
Jul17

Negative Sentiment Analysis – 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 will explain how sentiment analysis combined with Net Promoter Score can be used to proactively review your survey responses. More information on tools...

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Forms Pro Environments & Deployment
Jul09

Forms Pro Environments & Deployment

Creating a Forms Pro survey is simple and straightforward. Making sure you’ve created it in the right place can be a little confusing at first though. Depending on what other areas of the Microsoft stack you are using, you could end up with multiple places in which you could possibly add a new survey. You’ve got a default environment, and then possibly a couple of additional ones. What’s that… Continue Reading...

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Environments & Deployment – Microsoft Forms Pro – YouTube
Jul09

Environments & Deployment – 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 will show you how to understand which environment to use to create your surveys, and how to deploy them between environments. More information on tools...

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Creating An Invitation To A Forms Pro Survey
Jul02

Creating An Invitation To A Forms Pro Survey

In previous posts we’ve looked at how to distribute a survey using Microsoft Flow, and using the Send Survey action. This allows you to generate an email sent using an email template you’ve created in Forms Pro. The email comes from a forms pro email address and is only customised to a certain extent. In this post we will look at how to create an invitation link which you can then use in an… Continue Reading Megan V....

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Create An Invitation – Microsoft Forms Pro – YouTube
Jun27

Create An Invitation – Microsoft Forms Pro – YouTube

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in the future, but for now it’s something that can be tried and tested at no cost. Being...

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Multilingual Email Templates in Forms Pro
Jun20

Multilingual Email Templates in Forms Pro

Within this Forms Pro series I have covered Multilingual Surveys and Email Templates separately. How can we combine the two and create Multilingual Email Templates? It’s not straight forward but it is possible. We just need to set up the various elements and then combine them all together with Microsoft Flow. First start off by creating your Forms Pro survey and adding the additional… Continue Reading Megan V....

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Multilingual Email Templates – Microsoft Forms Pro – YouTube
Jun20

Multilingual Email Templates – Microsoft Forms Pro – YouTube

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in the future, but for now it’s something that can be tried and tested at no cost. Being...

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