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…

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Creating A Forms Library – Flow Two – Megan V. Walker

When the Form Requests are first created and need to be completed they will show with a red indicator icon under a ‘Forms To Complete’ section.

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