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 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. The biggest and one of the coolest things, you can create Custom Insight Cards.

More information on tools used in this video:
✔ Microsoft Forms Pro: https://formspro.microsoft.com
✔ Microsoft Flow: https://flow.microsoft.com/
✔ Relationship Assistant: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/relationship-assistant
✔ Action Cards: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/action-cards-reference
✔ Custom Insight Cards: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-insight-cards-flow

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Author: Megan V. Walker

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