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....

Read More
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...

Read More
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...

Read More
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....

Read More
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...

Read More
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....

Read More
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,...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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:...

Read More
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....

Read More
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:...

Read More
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....

Read More
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...

Read More
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,...

Read More
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....

Read More
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....

Read More
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...

Read More
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....

Read More
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:...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More
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...

Read More
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....

Read More
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...

Read More
Duplicate Checking for Forms Pro Survey Responses
Jun18

Duplicate Checking for Forms Pro Survey Responses

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a recent survey we looked at Using Parameters To Pass Forms Pro Survey Context. Within that post, a Lead record was created when they filled out a survey embedded in to a website. One thing we didn’t do within that was to check and see if the Lead record already existed within the… Continue Reading Megan V. Walker’s Article on their...

Read More
Duplicate Detection Checking – Microsoft Forms Pro – YouTube
Jun18

Duplicate Detection Checking – 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...

Read More
Using Parameters To Pass Forms Pro Survey Context
Jun11

Using Parameters To Pass Forms Pro Survey Context

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So far we’ve covered a lot on Microsoft Forms Pro. This post comes with some feedback and knowledge direct from a member of the Forms Pro team at Microsoft. So special thanks to Prateek Sethi for providing guidance with the steps for the Microsoft Flow, and using the parameters effectively…. Continue Reading Megan V. Walker’s Article...

Read More
Using Parameters To Pass Context – Microsoft Forms Pro – YouTube
Jun11

Using Parameters To Pass Context – 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...

Read More
Embed Forms Pro Survey Inline In Website
Jun05

Embed Forms Pro Survey Inline In Website

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once you have your Forms Pro Survey created, you need to send the survey to people. One of the options is to embed it in to a website. Clicking on the Embed option from the Send Survey tab, you are presented with three options. One of them is Inline. Let’s look at how to embed a survey… Continue Reading Megan V. Walker’s Article on...

Read More
Embed Survey Inline In Website   Full – YouTube
Jun05

Embed Survey Inline In Website Full – 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...

Read More
Calculating Your Organisation Net Promoter Score with Forms Pro
May30

Calculating Your Organisation Net Promoter Score with Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Using Net Promoter Score, you can assess customer loyalty for your product, service or organisation. This blog post was previously done using Voice of the Customer for gathering feedback. Can calculating your overall Net Promoter Score be achieved using Microsoft Forms Pro? You bet it can! In… Continue Reading Megan V. Walker’s Article...

Read More
Incorporating Your Organisations Net Promoter Score – Microsoft Forms Pro – YouTube
May30

Incorporating Your Organisations Net Promoter Score – 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...

Read More
Using Net Promoter Score in Forms Pro Surveys
May29

Using Net Promoter Score in Forms Pro Surveys

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you aren’t familiar with Net Promoter Score, you can find out more here. It’s a commonly recognised scale with which to measure the overall satisfaction of your customers. You’ve all seen it on a survey, usually at the end where you are asked if you would recommend a product, service… Continue Reading Megan V. Walker’s Article on...

Read More
Using Net Promoter Score – Microsoft Forms Pro – YouTube
May29

Using Net Promoter Score – 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...

Read More
Link Anonymous Forms Pro Survey Responses To Records
May21

Link Anonymous Forms Pro Survey Responses To Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to… Continue Reading Megan V. Walker’s Article on...

Read More
Linking Anonymous Survey Responses – Microsoft Forms Pro – YouTube
May21

Linking Anonymous Survey Responses – 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...

Read More
Creating Custom Email Templates In Forms Pro
May14

Creating Custom Email Templates In Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. When sending out emails for things like a case closure, or any time you wish to request feedback from your customers, you want to make sure those emails are in line with your companies brand guidelines. You can do this with Forms Pro email templates, although it might not be immediately… Continue Reading Megan V. Walker’s Article on...

Read More
Custom Email Templates – Microsoft Forms Pro – YouTube
May14

Custom 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...

Read More

Send Surveys To A D365 CE View

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. A really cool feature in Microsoft Forms Pro is the ability to send out surveys to a view from Dynamics 365 Customer Engagement. So consider an event or webinar you have held, and you want to send out a survey to them… Continue Reading Megan V. Walker’s Article on their...

Read More
Send Survey To D365 CE Views – Microsoft Forms Pro – YouTube
May09

Send Survey To D365 CE Views – 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...

Read More