Multilingual Email Templates in Forms Pro
Jun20

Multilingual Email Templates in Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. 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… Continue Reading Megan V. Walker’s Article on...

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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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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Adding Forms Pro Survey Entities To A D365 App
May07

Adding Forms Pro Survey Entities To A D365 App

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you’ve been using Microsoft Forms Pro, you will know that you can review the question responses associated with each survey directly within the site. But where are those answers actually going? How can you find them, and to be more exact, where can you find them within Microsoft Dynamics… Continue Reading Megan V. Walker’s Article...

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Adding Entities To A D365 Customer Engagement App  – Microsoft Forms Pro – YouTube
May06

Adding Entities To A D365 Customer Engagement App – 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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Forms Pro Multilingual Surveys – Megan V. Walker
May02

Forms Pro Multilingual Surveys – Megan V. Walker

*** 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. For any organisation, providing content and communication to your customers in the right language is important. Microsoft Forms Pro provides the option to create multilingual surveys. If you create your survey using… Continue Reading Megan V. Walker’s Article on their...

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Creating Multilingual Surveys – Microsoft Forms Pro – YouTube
May02

Creating Multilingual Surveys – 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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Using Emojis In Forms Pro Surveys
Apr30

Using Emojis In Forms Pro Surveys

*** 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. Ever since writing about using Emojis in Optionsets, it’s been something that I check out in each new area of the Microsoft PowerPlatform I dig in to. So…. it had to be done with Microsoft Forms Pro too. Can they be… Continue Reading Megan V. Walker’s Article on their...

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Using Emojis In Surveys – Microsoft Forms Pro – YouTube
Apr30

Using Emojis In Surveys – 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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Forms Pro Branching Rules – Navigate To URL
Apr25

Forms Pro Branching Rules – Navigate To URL

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once a survey has been completed, the default ‘thank you’ is displayed within Microsoft Forms Pro. This might be fine, but if you want to have a more complete process, and keep your customers or participants engaged, how about sending them to your website and to a specific page instead?… Continue Reading Megan V. Walker’s Article on...

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Navigate To URL – Branching Rules – Microsoft Forms Pro – YouTube
Apr25

Navigate To URL – Branching Rules – 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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Forms Pro Branching Rules – Chained Surveys
Apr24

Forms Pro Branching Rules – Chained Surveys

*** 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. It’s possible you may want to collect data from a customer, but not all from within the same survey. Forms Pro has a way to link feedback requests together using ‘chained surveys’. For example, at the end of a survey… Continue Reading Megan V. Walker’s Article on their...

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Chained Surveys – Branching Rules – Microsoft Forms Pro – YouTube
Apr24

Chained Surveys – Branching Rules – 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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Forms Pro Branching Rules – Show & Hide
Apr23

Forms Pro Branching Rules – Show & Hide

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once we have a Microsoft Forms Pro survey up and running, one way to make it more interactive and dynamic is to use branching rules. These rules allow conditions to be set on fields, and in the simplest way just show or hide fields based on values in another field. In this post we will look… Continue Reading Megan V. Walker’s Article...

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Using Simple Branching Rules – Microsoft Forms Pro – YouTube
Apr23

Using Simple Branching Rules – 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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Add Personalisation To Form Pro Survey
Apr18

Add Personalisation To Form Pro Survey

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. We’ve got our survey set up, and we have an email that’s sent once a case is closed. Great that we can add their first name to personalise it a bit, but how about providing more details on which case the survey is referring to? What about showing which Support Rep helped them so they know… Continue Reading Megan V. Walker’s Article on...

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Adding Personalisation To Surveys – Microsoft Forms Pro – YouTube
Apr18

Adding Personalisation To Surveys – 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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Send Forms Pro Survey On Case Closure
Apr16

Send Forms Pro Survey On Case Closure

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the most common reasons for sending out a survey request, is for the customer services team to get feedback upon the closure of a support case or ticket. Using Microsoft Forms Pro, we can have an email triggered once a case is closed in Dynamics 365 CE (CRM) using a mixture of an email… Continue Reading Megan V. Walker’s Article...

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Send Survey On Case Closure – Microsoft Forms Pro – YouTube
Apr15

Send Survey On Case Closure – 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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Creating A Simple Quiz With Microsoft Forms
Apr09

Creating A Simple Quiz With Microsoft Forms

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Microsoft Forms Pro provides you with two options when creating a form. You can either create a Survey, or you can create a Quiz. The Quiz is part of the original Microsoft Forms offering. If you haven’t used it before, hopefully this blog will help as it looks at how to create a simple… Continue Reading Megan V. Walker’s Article on...

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Creating A Basic Quiz – Microsoft Forms Pro – YouTube
Apr08

Creating A Basic Quiz – 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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10. Quick Measures – Using Power BI to Create A Visual Overview of Your Customers – YouTube
Apr04

10. Quick Measures – Using Power BI to Create A Visual Overview of Your Customers – YouTube

Create Quick Measures to use with Slicers in your Power BI Report. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI...

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2. NPS Gauge Overview  – Using Power BI to Create Visual Overview of Customers – YouTube
Apr04

2. NPS Gauge Overview – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a Net Promoter Gauge to your Power BI repor A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and...

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Creating Surveys Using Microsoft Forms Pro
Apr04

Creating Surveys Using Microsoft Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. 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… Continue Reading Megan V. Walker’s Article on...

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Creating Basic Surveys – Microsoft Forms Pro – YouTube
Apr02

Creating Basic Surveys – 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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Don’t ‘Stay In Your Lane’
Apr02

Don’t ‘Stay In Your Lane’

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Last week I was lucky enough to be able to attend the User Group Summit event in Amsterdam. Not only that, I had a session that I presented all about Power BI (you can see it here in video format if interested in that kind of thing!). So, what do I know? Primarily, I am a CRM girl…. Continue Reading Megan V. Walker’s Article on their...

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Using Power BI to Create A Visual Overview of Your Customers
Mar28

Using Power BI to Create A Visual Overview of Your Customers

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. On Thursday March 28th I spoke at the User Group Summit event in Amsterdam. My session was all about Power BI and helped attendees ‘Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive… Continue Reading Megan V. Walker’s Article...

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1. Option Set Labels & Colours – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

1. Option Set Labels & Colours – Using Power BI to Create Visual Overview of Customers – YouTube

How to get the Labels and Colours from your Option Sets in Dynamics 365 Customer Engagement to display on your Power BI Reports. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

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8. Ratings Custom Visual  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

8. Ratings Custom Visual – Using Power BI to Create Visual Overview of Customers – YouTube

The ratings custom visual allows you to give a quick and clear visual indicator to represent a number or value from your database. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

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4. Map Visual  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

4. Map Visual – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a map visual to your report to show the location of customers, and to use it as a filter on your Power BI report. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback...

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7. Tree Map Overview  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

7. Tree Map Overview – Using Power BI to Create Visual Overview of Customers – YouTube

A tree map visual can be used to show colours as a background based on an Option Set. This video will show you how to use a tree map as a border around a photograph. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images,...

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Using Power BI to Create A Visual Overview of Your Customers – YouTube
Mar28

Using Power BI to Create A Visual Overview of Your Customers – YouTube

A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive reporting can assist account managers and...

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3. Tool Tip Reports – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

3. Tool Tip Reports – Using Power BI to Create Visual Overview of Customers – YouTube

Creating and adding reports to use as Tool Tips in Power BI. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports....

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6. Adding A Search Box  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

6. Adding A Search Box – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a search box to your report is quick and easy using a custom visual. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power...

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9. Using Slicers to Filter – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

9. Using Slicers to Filter – Using Power BI to Create Visual Overview of Customers – YouTube

Slicers can be used as a quick method for users to filter the data on reports. Find out how to add them. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to...

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