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.

1. Here we have 2 option, we can select a contact user from CRM environment
2. or send a direct email to an email ID which doesn’t exist in CRM

 3. Then the question arises doesn’t this will be an anonymous survey than Normally it should but when we send email from here, Microsoft forms pro creates an contact in CRM environment and creates an invite for that Contact

So the recipient has a record in CRM Environment and an survey invite is also created for it, that means it is no longer an anonymous recipient

• We will take an example of when a case is resolved
• for this Power automate has an OOB template
• We are using Case Number as a variable and will map variable value in power automate while sending the survey – click here to check how to create and pass variable to Forms pro survey

1st thing to do is create an email template in form pro itself, but it has ha GAP which some customer don’t prefer and jump to create an invite instead,
VARIABLE CAN NOT BE MAPPED WITH SUBJECT IN EMAIL TEMPLATE

Once email template is set , we can configure OOB template ” Send a survey When case is resolved in dynamics 365″

 

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

 

This step is a combination of the invite and send an email where email is sent from the user set in Forms pro.

• We will create a new Power automate or edit existing OOB template
• There will be 2 separate Steps

1. Create Invitation / create an invite: 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 the body of the email instead of using a template. This way the small gap we had over not able to map variables in the subject will be filled.