Forms Pro is an online survey and feedback tool from Microsoft and now as by 1st of July VOC is ending most of the customers are switching to Forms pro. Even it has some design limitation (compared to VOC) yet it is wise division to move to Forms Pro due to it connectivity with all of Power Platform Family.
As per current structure Tenant get 2000 per month , which can be Increased. Refer : https://formspro.microsoft.com/en-us/
Typically there are 3 types of Surveys
- Personalized Survey
- Anonymous Survey
- Partial Anonymous or Converted to personalized Survey
Entity Structure of Forms Pro
1. Personalized Survey
Below is the small example of a personalized Survey, The name itself is self-explanatory the Survey which is invited using an invite system where each survey is identified using a unique id and information related to recipient can be shown on the survey.
2.Anonymous Survey
Below is the small example of an Anonymous Survey, When a survey is sent anonymously where the recipient is unknown to the system and can be distributed using the anonymous method i.e links , Website , Qr code ETC
3. Partial anonymous or Converted Personalized Survey
When we Pass Session ID or any unique information in the anonymous survey, which can help us identify the recipient and submission of the survey.
Example: The survey recipient example abc@dvmske.com receives an Anonymous survey of 50% discount and while filling up the survey he enters different email 123@dvmske.com
- The requirement is to get Recipient Email ID along which Survey Response question email id.
- So there will be 2 Question response
Question 1: Recipient Email (Hidden Question on survey)
Question 2: Email ID
Forms Pro - Migration from VOC Tips
Map forms pro survey response to Lead Microsoft dynamics 365 or Share point
we will capture survey response answers with lead entity fields i.e First name , Last Name, Email, phone number, Organization.
Set Variable to question with dynamic value from dynamics 365/CDS
Set Variable to question with the dynamic value from dynamics 365/CDS using power automate. We would be setting our custom variable “CaseNumber” created in part 1st in Subtitle i.e Welcome to Dvmske customer experience survey – Created for {{Casenumber}}
Create an invitation or Send a Survey using Power Automate for Forms pro
- There are 2 methods of distributing or sending a personalized survey.
- When we send a survey which creates an invite token or adds personalized information for recipient example case number.
Embed Forms Pro Survey on Website and capture Response on dynamics 365
- We received a requirement from Sitecore team to provide them a method from which they can send us to lead using a form but they don’t want any integration or use of API
- We created a contact us Survey informs pro, provided them embedded link to check and we also added a variable source who’s valued by default was Website.
Store source of survey or Mapping context variable value to Question Response in Dynamics 365
- In our previous video, we embedded a form pro survey on our website and also passed variable SOURCE which specific from where survey was submitted i.e Source = DVMSKE.COM, Source = Email E.T.C
- In this post, We will store source from the context variable field to Question response in dynamics 365.
