Due to this Gap i was forced to use Create an invitation action in Power Automate, If you want to know about the difference between Send a Survey and Create an Invitation Click Here 

• We had raised a call and we got confirmation from them in July end Release there are many gapes which will be taken care of
  i.e Friendly name or alias name of Survey as currently Heading of survey and name of the survey are same
  Sharing of survey is mandatory if someone wants to view the Survey response
  And many small but useful gaps will be solved in next release
• Also for this Subject variable issue, they gave a workaround and thanks to them it working,
  Use {{Variablename}} in Subject manually to map the variable in the subject as below

  

• Also this will only work when used with power automate and not direct email.

1. 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
2. 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.
3. This way we were able to track from where these responses are comming

Click here to see full post

1. create a new Variable “Source” which will be used to get source of the anonymous survey
2. For testing, we will place Variable in Subheading

   

1. We can use QR code, simple link or website embedding to distribute our anonymous survey
2. Here we will embed the survey on our website and use survey response to create a lead-in CRM
3. Copy the code generated

1. this script is to render the survey form on the webpage as iframe
2. But we need to create a place holder in our HTML page

   

Also, please we need to do some styling otherwise survey iframe will show a link not full Form

• Now we will add parameter as context in our place holder when rendering the survey

  

1. 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
2. Anonymous survey is distributed using links website placeholders or QR code, which have generic information and before receiving response recipient is unknown.

As per current structure Tenant get 2000 per month , which can be Increased. Refer : https://formspro.microsoft.com/en-us/

1. Personalized Survey
2. Anonymous Survey
3. Partial Anonymous or Converted to personalized Survey

1. setting our custom variable “CaseNumber” created in part 1st in Subtitle i.e Welcome to Dvmske customer experience survey  – Created for {{Casenumber}}
2. It should look like below when creator preview the survey or when we send this survey as anonymous though the link
3. When the survey is sent to the recipient on case resolution, it Variable will have a case number of the recipient.

Click here to see full post

Requirement: 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

1. The requirement is to get Recipient Email ID along which Survey Response question email id.
2. So there will be 2 Question response
   Question 1: Recipient Email (Hidden Question on survey)
   Question 2: Email ID

• As Per the Requirement, we will have 2 Email question in our form
• 1 of recipient email id that will be hidden, 2nd will be visible email id, that will be filled by Recipient
• As we have also embedded survey on our website, we will add 1 more hidden field “Survey Source”

1. For the testing, we will add Variable Source and Recipient Variable in Source and Recipient Question on Survey
2. Then passing both the variable in Survey URL parameter
   &ctx={“Recipient“:”abc@dvmske.com”,”Source“:”Email”}
3. When Recipient submit the Survey we will receive these value with each Response and we can map these Variables with “Survey response questions Responses” in Dynamics 365 crm

In Below example, we are using Source as Email, We can set Source as Website for embedded Survey in our Website

NOTE: THESE 2 FIELDS WILL BE HIDDEN IN ORIGNAL SURVEY

• Once Recipient Submits the Survey, Power automate trigger will Generate a Question Response on Receive of Survey Response in Dynamics 365, NOTE: THESE QUESTIONS WERE HIDDEN SO QUESTION RESPONSE  WILL NOT BE AUTOGENERATED.

1. Now we have our Received survey Response
2. Survey Question = Recipient
3. Survey Question = Source
4. As our question was hidden and there was no answer, there will not be any Recipient and source Survey Question Response
5. We will create Recipient and source Question response and associate it with received survey response
6. To get Source Question identifier and Question for Recipient and Source(replace name) use below expression, As we have used fetch list of record where Question = recipient, we need to take 1 record only otherwise we have to use Apply to all (loop)

body(‘Get_Recipient_question’)?[‘value’]?[0]?.msfp_sourcequestionidentifier

body(‘Get_Recipient_question’)?[‘value’]?[0]?.msfp_questionid

NOTE: &ctx={“Recipient“:”abc@dvmske.com”,”Source“:”Email”} Values inside these are not static, if there are 50 recipients while sending the survey link its marketing team responsibility to attach parameters.

• In our previous post, we created a Forms pro survey and embedded it in our website contact us page.
• In this page, we will capture survey response answers with lead entity fields i.e First name , Last Name, Email, phone number, Organization.

• New Flow -> Name it as per requirement, I kept ” convert survey response to Lead”
• Now Select Action as “When a record is created”

• Click Create -> Select Environment for which forms pro survey was created and Entity to map
• Next step while be selecting connector, here we will not select Forms Pro, but Microsoft forms as a connector to get the response details
• After selecting Action it will ask to select Survey and then will ask for Identifier which after some research found it need an expression to convert SourceResponseidenifer (you will find value in the record, each record has unique value)
• int(triggerBody()?[‘msfp_sourceresponseidentifier’])

• Add new step -> select connector Common data service -> Action as Create a new Record
• Select environment -> Entity
• Now map Lead fields with Get response details field

• Adding a new step to update a record in dynamics 365
• Select Environment -> entity -> and identifier of survey response on which flow was triggered

• Mapping all other fields i.e recipient name, email, and regarding field as a lead

• New  Survey
• New Quiz

• We can use Variable to populate dynamics data from Source or as a parameter, But then it would be considered as a partial anonymous or personalized survey.

• Click here to check how to pass the variable value in Survey URL as a parameter

• We will create a simple survey that will ask for name, email, phone number and organization name.

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• Visit the app source to get Microsoft forms pro for Microsoft dynamics 365
  https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.shimla
• Note : Newly created org might not need to Separately install solution , Forced update will auto install the solution

• Visit the admin.microsoft.com and ask global admin to check if license is assigned to correct user / signed user

• Navigate to Settings -> security -> users -> and search for form pro application user
• After Successful Provision of forms pro , this application user is created

• We would be setting our custom variable “CaseNumber” created in part 1st in Subtitle i.e Welcome to Dvmske customer expericence survey  – Created for {{Casenumber}}

• It should look like below when creator preview the survey or when we send this survey as anonymous though link

There are Two options to distribute personalized survey and each has its own advantage

1. Send a Survey using email Template
2. Create a invite and then send survey using email

There is a small limitation which forced me to go for create a invite and then send a email instead of Send a survey

1. You can not use Variable in Subject of email

   

2.  You can create new Email template or use from pre-set , also you can add variable onto the email template using variable drop down

   

3. once template is done we will click on Configure a flow , where we will get a pre build template for send a survey when case is resolve, which can be modified.

   

4.  Here you will find the action send a survey include all invite and email in one , i.e selecting email template which was created in point 2.

   

In this scenario we will not be using default or any email template neither we will use the action SEND A SURVEY

1. We would be using create a invite action , where we will select our survey and map our case number variable field

   

2. Once Invite is successfully created and mapped , we will create an email action to send en email and will fill up body of email instead of using template. This way the small gap we had over not able to map variable in subject will be filled.

   

   but it has it own disadvantage you have to do formatting your self and it difficult to reach the formatting as given in template.

• New  Survey
• New Quiz