Part 14 – Finding & Using Custom Reports From The Gallery – YouTube
Jun14

Part 14 – Finding & Using Custom Reports From The Gallery – YouTube

Part 14 of my Google Analytics Series 🧿 Finding & Using Custom Reports From The Gallery 🧿 Part 14 – Finding & Using Custom Reports From The Gallery NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** You can create your own custom reports, add report categories and save your reports for quick access to the data most important to you. Did you know you can also import reports from the Google Analytics Solutions...

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Part 13 – Creating Google Analytics Custom Reports – YouTube
Jun13

Part 13 – Creating Google Analytics Custom Reports – YouTube

Part 13 of my Google Analytics Series 🧿 Creating Google Analytics Custom Reports 🧿 Part 13 – Creating Google Analytics Custom Reports – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Now that you’ve been reviewing your data in Google Analytics, hopefully, you are starting to find what’s most valuable and useful to you. Having reports you can easily view, with information that works...

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Part 12 – Understanding The Flow Of Your Website Users – YouTube
Jun12

Part 12 – Understanding The Flow Of Your Website Users – YouTube

Part 12 of my Google Analytics Series 🧿 Understanding The Flow Of Your Website Users 🧿 Part 12 – Understanding The Flow Of Your Website Users NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** If you are in the Power Platform world you might be thinking…. oooh Flows! Power Automate! Nope, not here, but Flows do also exist in Google Analytics. There are several flow reports. If you are in the Power Platform world...

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Part 11 – Providing Access To Google Analytics Via User Management – YouTube
Jun11

Part 11 – Providing Access To Google Analytics Via User Management – YouTube

Part 11 of my Google Analytics Series 🧿 Providing Access To Google Analytics Via User Management 🧿 https://meganvwalker.com/ga-providing-access-to-google-analytics-via-user-management If you have your Google Analytics account set up, and you get to the point where you need or want some help from someone, you can grant access to other users as required. You might be working on a community project such as a podcast or event, or you...

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Making The Most Of The Email Subject And Preview Text
Jun10

Making The Most Of The Email Subject And Preview Text

When you are creating your marketing emails, how much are you considering the subject line? Are you paying much attention and considering how it will appear in different mail clients? What about the preview text? Is it important? When creating your marketing emails it might not be that obvious where to add the preview text, so in this post we will take a look at how to add it, and why it’s… Continue Reading Megan V....

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Part 10 – Tracking & Understanding The Behaviour Of Your Website Visitors – YouTube
Jun10

Part 10 – Tracking & Understanding The Behaviour Of Your Website Visitors – YouTube

Part 10 of my Google Analytics Series 🧿 Tracking & Understanding The Behaviour Of Your Website Visitors 🧿 We know how many visitors we are getting to our site, and we know a bit about them in terms of the demographics, interests and location. We also know we acquired them, be it from a referral site, social media or organic search. What about knowing what they did when they reached our site? Where did they go, what did they click...

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Part 9 – Using Goals To Track & Measure A Specific Path Or Action On Your Website – YouTube
Jun09

Part 9 – Using Goals To Track & Measure A Specific Path Or Action On Your Website – YouTube

Part 9 of my Google Analytics Series 🧿 Using Goals To Track & Measure A Specific Path Or Action On Your Website🧿 Using Goals To Track And Measure Actions On Your Website NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Most people have goals of some kind or other. It could be your own personal life goals (buy a house, get a Tesla, pay off all your debt), or goals set with your manager for what to work on this year. Most...

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Part 8 – Understand How You Are Acquiring Your Website Visitors – YouTube
Jun08

Part 8 – Understand How You Are Acquiring Your Website Visitors – YouTube

Part 8 of my Google Analytics Series 🧿 Understand How You Are Acquiring Your Website Visitors 🧿 https://meganvwalker.com/ga-understand-how-you-are-acquiring-your-website-visitors/ You are getting a TON of visitors to your site, the traffic is going up which is awesome! But where are they all coming from? Even if you just share your blog posts on Twitter, that doesn’t mean that’s where they are all coming from. People are...

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Part 7 – Understanding More About Your Website Visitors – YouTube
Jun07

Part 7 – Understanding More About Your Website Visitors – YouTube

Part 7 of my Google Analytics Series 🧿 Understanding More About Your Website Visitors 🧿 Part 7 – Understanding More About Your Website Audience – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** You’ve got your Google Tag Manager account set up with your Google Analytics variable, and everything is being tracked nicely. So just who are these people flocking to your website? It’s time...

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Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One Place – YouTube
Jun06

Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One Place – YouTube

Part 6 of my Google Analytics Series 🧿 Using Google Tag Manager To Combine Your Tracking Code In One Place 🧿 Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Google Analytics has been around since 2005. Google Tag Manager was introduced in 2012. It provides webmasters and marketers with a way to quickly add, replace and...

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Part 5 – Setting Up The Search Console For Google Analytics – YouTube
Jun05

Part 5 – Setting Up The Search Console For Google Analytics – YouTube

Part 5 of my Google Analytics Series 🧿 Setting Up The Search Console For Google Analytics 🧿 Part 5 – Setting Up The Search Console For Google Analytics – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** One of the areas in the Google Analytics Acquisition section is the Search Console. Search Console is another free Google product which provides data and analytics designed to help you with...

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Part 4 – Creating Additional Filtered Views Of Website Data – YouTube
Jun04

Part 4 – Creating Additional Filtered Views Of Website Data – YouTube

Part 4 of my Google Analytics Series 🧿 Creating Additional Filtered Views Of Website Data 🧿 Part 4 – Creating Additional Filtered Views Of Website Data – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** When setting up Google Analytics, a default View of the data is created. This view is of All Website Data for the property you added. So, we can see everything for the website no matter which...

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Using Content Settings For Dynamic Social Profile Links
Jun04

Using Content Settings For Dynamic Social Profile Links

When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for forwarding to a friend. We can use the Content Settings to… Continue Reading Megan V....

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Part 3 – Reviewing Realtime Data In Google Analytics – YouTube
Jun03

Part 3 – Reviewing Realtime Data In Google Analytics – YouTube

Part 3 of my Google Analytics Series 🧿 Reviewing Realtime Data In Google Analytics 🧿 Part 3 – Reviewing Realtime Data In Google Analytics – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** So we’ve got Google Analytics tracking code added to our website, and we’ve filtered out our own IP address, and hopefully, we are getting visits to our website (even if it’s just your Dad and...

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Display Survey Response Details On Case Record
Jun02

Display Survey Response Details On Case Record

Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record. You can easily set a Survey Invitation regarding a case, and the corresponding Survey Response also comes back linked to the case. That’s simple to do (see here and here), but how can you display the NPS, Sentiment or even the value from a Rating question? Once a case is… Continue Reading Megan V....

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Part 2 – Filter Out Your Own IP Address From Your Website Traffic – YouTube
Jun02

Part 2 – Filter Out Your Own IP Address From Your Website Traffic – YouTube

Part 2 of my Google Analytics Series 🧿 Filter Out Your Own IP Address From Your Website Traffic 🧿 Part 2 – Filter Out Your Own IP Address From Your Website Traffic – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** We are going to dig into SO MUCH functionality in this Google Analytics series, but first, we need to look at some of the not so exciting stuff so we can make it work in the best way...

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Part 1 – Setting Up Google Analytics On Your Website – YouTube
Jun01

Part 1 – Setting Up Google Analytics On Your Website – YouTube

Part 1 of my Google Analytics Series 🧿 Setting Up Google Analytics On Your Website 🧿 Part 1 -Setting Up Google Analytics On Your Website – Megan V. Walker NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** You’ve got a great website, perhaps it’s brand new and you are dipping your toe into the world of blogging? Maybe you are working on a project and implementing a Power Apps Portal and your client wants to...

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Introduction – Google Analytics Series – YouTube
May31

Introduction – Google Analytics Series – YouTube

🧿 Introduction – Google Analytics Series 🧿 My new blog & video series starts June 1st 2020 with a different topic each day throughout the month. So that’s 30 tips, ideas and tricks on getting started with, and using Google Analytics to track the visits and stats for your website. 👉🏼Subscribe to the series on my site: https://bit.ly/2TC9jbY 📉📊📈 Google Analytics: https://analytics.google.com/ Thanks for watching. You can...

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Sending Emails From The Contact Owner With D365 Marketing
May28

Sending Emails From The Contact Owner With D365 Marketing

We’ve all been sent marketing emails that we ignore, no one is immune. How can we make sure that the emails WE send from Dynamics 365 for Marketing have more chance of being opened… and even more important, being read! The sender of an email is a good place to start. Are you just sending your emails from something like marketing@yourdomain.com (hoping you read this and set up your domain… Continue Reading Megan V....

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Setting Up Notifications For Approaching Survey Response Limits
May27

Setting Up Notifications For Approaching Survey Response Limits

After changes were made to the Forms Pro entities so that they could be edited, I’ve thought of different ways that could help people trying to review and monitor the number of survey responses received. As standard, there are 2,000 responses a month that can be received (you can increase this as needed). In another post, we reviewed how to set up a survey dashboard to review response levels…. Continue Reading Megan V....

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Displaying Information Using Branching Rules & Choice Questions
May20

Displaying Information Using Branching Rules & Choice Questions

If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to the respondents depending on how they answer specific questions. We have a way we can do this by using a Choice question and Branching Rules to determine what gets displayed. First let’s start with a basic survey, designed for customers of an organisation to report… Continue Reading Megan V....

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Displaying Dynamic Images Using Content Blocks
May19

Displaying Dynamic Images Using Content Blocks

In a previous post, we reviewed how to display dynamic images in D365 for Marketing emails. This was done using images stored on a web server, named a specific way which could then be pulled in if they matched a value on an option set field. In this post, we will look at how you could achieve the same thing but this time using Content Blocks and some conditional logic. This means it doesn’t… Continue Reading Megan V....

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Ten Ways To Use Variables In Forms Pro
May14

Ten Ways To Use Variables In Forms Pro

Using Variables in Forms Pro gives form creators a way to personalise surveys being sent to respondents. Since Forms Pro first came on the scene, variables have existed and could be added to a survey, but it was limited. Gradually we have seen more and more options added, with variables becoming increasingly more flexible. I’ve put together a list of ten ways variables can be used to create… Continue Reading Megan V....

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Using Fields To Display Dynamic Images In Marketing Emails
May12

Using Fields To Display Dynamic Images In Marketing Emails

OK so Easter happened a few weeks back now, but let’s just pretend for a moment it didn’t, and this post is topical in terms of my imagery . If an organisation is planning out their marketing emails and using Dynamics 365 for Marketing, they might want to prepare campaigns that use different images based on fields related to the Contact they are emailing. We can achieve this by using that… Continue Reading Megan V....

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Using Conditional Statements For Email Recipient Salutations
May07

Using Conditional Statements For Email Recipient Salutations

Getting your marketing emails right is important. How you address a client or prospect shows how much you really care about your data, and also shows how professional you may or may not be! How are you addressing people in YOUR emails? Are you using their name? What if you don’t have their first name, what are you doing then? If you are using Dynamics 365 for Marketing, you can use conditional… Continue Reading Megan V....

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Combining Variables And Branching Rules
May06

Combining Variables And Branching Rules

I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one area that was lacking was the ability to pass through a variable and then use it in a branching rule. This would then give us the ability to show or hide questions even before the recipient responds to any questions. Well, awesome news, we can now do this! Let’s… Continue Reading Megan...

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Create A Survey Dashboard To View Response Levels
Apr30

Create A Survey Dashboard To View Response Levels

When using Forms Pro and sharing surveys to request feedback, the goal is to get responses, and the more you get, the better in terms of being able to analyse and improve. With the standard level of responses (meaning you aren’t paying any extra), you get 2,000 a month. So how do you keep an eye on that and make sure you know how many you have received each month? Let’s create a Survey… Continue Reading Megan V....

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Accessing Dynamics Marketing Data To Update CDS Data
Apr28

Accessing Dynamics Marketing Data To Update CDS Data

In a previous post, we reviewed how to create Azure Blob Storage to use with your Dynamics 365 Marketing data. We can set it up and then use with Power BI which is awesome…. but surely if we have access to the data we can then do other things, like access CDS data related to the marketing data? As mentioned in the other post, the D365 for Marketing app stores the data in Microsoft Azure… Continue Reading Megan V....

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Setting Up Azure Blob Storage To Use With Dynamics 365 Marketing
Apr23

Setting Up Azure Blob Storage To Use With Dynamics 365 Marketing

One of the aspects of Microsoft Dynamics 365 Marketing that’s important to understand is the way in which the data is stored. Unlike other aspects of Dynamics and the Common Data Service (CDS), the data for Marketing is stored in Microsoft Azure services. Although insights and analytics are surfaced and displayed within the marketing app, you can’t access it by creating views or writing… Continue Reading Megan V....

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Creating A Forms Pro Survey Summary Form
Apr22

Creating A Forms Pro Survey Summary Form

In a previous post, we looked at creating a new form layout to view Forms Pro survey responses. We can do cool things with other Forms Pro entities, providing valuable and meaningful information to end-users. In order to do this, you will need to have a license for Power Apps or be a Dynamics 365 customer. Let’s look at how we can layout the Forms Pro survey entity in a different way using… Continue Reading Megan V....

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SSRS Reports For CDS & D365 Using FetchXML
Apr20

SSRS Reports For CDS & D365 Using FetchXML

Each week, I take a look at my website statistics in Google Analytics, and I view the top 25 blog posts. Without fail, at least one or two of them relate to writing reports using FetchXML, a proprietary query language used in the Common Data Service. If you are a Dynamics 365 user, you might already be familiar with FetchXML, you use it every time you look at a view or create a new search… Continue Reading Megan V....

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Formatting Forms Pro Entity Forms
Apr16

Formatting Forms Pro Entity Forms

Forms Pro is built on the Common Data Service. This means that all of the entities (survey, survey response, survey invites, survey questions etc.) are all accessible if you have a license to create Power Apps. If you are a Dynamics 365 Customer Engagement customer, you hopefully already know this. The entities were all locked though, which meant no adding of new fields, and no modifying the… Continue Reading Megan V....

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Domains & Websites In Dynamics Marketing
Apr15

Domains & Websites In Dynamics Marketing

If you want to link your organisations’ domain in the Dynamics Marketing App, there are a couple of things to consider and understand. It’s important to know what you are linking, and why. There are two places where your domain is important, Authenticated Domains and Marketing Websites. Let’s look at both, and see how and why you should set them up. Authenticated domains are set up in the… Continue Reading...

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Forms Pro & Dynamics 365 Marketing
Apr09

Forms Pro & Dynamics 365 Marketing

I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your environment. Check out this great post from Dilyana Radulova to find out how to get it enabled. She writes… Continue Reading...

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Accessing Admin Areas From A Unified Interface App

If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind. If you are a System Administrator, you know that to get to administrator type things (technical term ), you are hopefully going to the Power Platform Admin centre. If not, you may be using the Advanced Settings link found by clicking on the gear icon from the… Continue Reading Megan V....

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Why Are My Emails Going To Junk?
Apr02

Why Are My Emails Going To Junk?

We send out emails and assume they get to their desired destination. Every so often you might get some kind of notification if the recipient’s email address is wrong, or no longer exists… but then that’s an issue on their side. What about the times your emails are not received? How do you know? What if it’s only once every so often? I recently started to suspect there was an issue with… Continue Reading Megan V....

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Adding Additional Entities For Segment Searches
Apr01

Adding Additional Entities For Segment Searches

If you are using the Dynamics Marketing App, you will be familiar with creating Segments. For those who haven’t delved into that world, or are just getting started, a Segment is created using the marketing insights service, and compiled with a query builder tool embedded directly within a segment. While recently creating a segment that needed to pull Contacts based on Connections, I had the… Continue Reading Megan V....

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It’s Time To Learn
Mar26

It’s Time To Learn

Right now, the world is in a very strange place. We are each trying to find our new normal. You might be lucky, and can carry on doing what you’ve always done, working from home on projects you love. You could also have found yourself with less, or even no work depending on the industry and/or organisation you have been working for. When we finally get through this pandemic, we don’t quite… Continue Reading Megan V....

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Passing Variables Through The Forms Pro Survey URL
Mar20

Passing Variables Through The Forms Pro Survey URL

I’ve written so much about variables in Forms Pro and what you can do with them. After a chat with Welly Lee, Head of Product for Forms Pro at Microsoft, he shared yet another way we can use variables to create personalised surveys, and pass hidden variables back through survey responses. In this post, we look at how you can share a direct link to a survey, which would typically mean no… Continue Reading Megan V....

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Passing Variables Through The Forms Pro Survey URL – Microsoft Forms Pro – YouTube
Mar20

Passing Variables Through The Forms Pro Survey URL – 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...

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Issues Selecting Email Templates For Regarding Entities
Mar16

Issues Selecting Email Templates For Regarding Entities

I recently came across a situation with a client using a Unified Interface app and using email templates on emails sent from cases. When creating an email and choosing the insert template option, there was just no way to find and pick from the case related email templates that should have been available. Although this scenario might not come up again, I thought it was worth documenting, just… Continue Reading Megan V....

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Using The Locale Variable To Send Multilingual Emails & Surveys
Mar10

Using The Locale Variable To Send Multilingual Emails & Surveys

Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis. Thanks to Henrik Kappel from Wikap for prompting me to write this one. The locale… Continue Reading Megan V....

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Using The Locale Variable To Send Multilingual Emails & Surveys – Microsoft Forms Pro – YouTube
Mar10

Using The Locale Variable To Send Multilingual Emails & Surveys – 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...

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Triggering Power Automate For A Specific Survey
Mar04

Triggering Power Automate For A Specific Survey

If you have been using Forms Pro for any length of time, you should know that the power of the survey tool lies in the ability to run flows to send survey invitations and to run flows when survey responses are received. Your flows to send out the invites should be set up when specific things occur in your databases (CDS/D365CE) or SharePoint lists, but what about when responses are received?… Continue Reading Megan V....

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Ten Custom Expressions To Use With Forms Pro
Feb24

Ten Custom Expressions To Use With Forms Pro

Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted as an email address is straight forward enough too. We also have the ability to do formatting checks using custom regular expressions which I wrote about here. I’ve been told it’s straight forward (I am sure it is!), but for me, regex is not really ‘my thing’. I… Continue Reading Megan V. Walker’s...

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What Does The Survey Invite Status Mean?
Feb18

What Does The Survey Invite Status Mean?

Once you have sent out your survey invitations (either direct from Forms Pro or using Power Automate to generate and send out the invitation emails), how do we know what’s happened to them? If you have looked in the Common Data Service using a Model-Driven App, or have paid attention to the invitations in Forms Pro, you might have seen a status. The survey invite status tells us exactly what’s… Continue Reading Megan...

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Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate
Feb13

Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question for people to sign up for my newsletter if they wish. There are so many great email marketing tools out there, and… Continue Reading Megan V....

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Convert Kit and Power Automate   Full – YouTube
Feb13

Convert Kit and Power Automate Full – 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 supports...

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Connecting Forms Pro Surveys Using Variables
Feb11

Connecting Forms Pro Surveys Using Variables

I’ve written about using survey variables in Forms Pro to create a personalised experience for your clients. You can use variables in email templates, in the survey questions and sub-titles, and when embedding within a website. We can also use variables as hidden values, used specifically as a way to link surveys and their responses together. Consider a case closure feedback survey that you… Continue Reading Megan V....

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Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)
Feb04

Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)

Survey variables can be used in a Forms Pro survey to personalise forms, but also to pass information back and forth from the invitation to the response. When using these variables, they can be seen in a field named ‘Context Data’ in a survey response. If you have a license for Power Apps and can create a model-driven app that’s awesome! What if you don’t, and are trying to update an Excel… Continue...

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