Create personalized survey Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/create-personalized-survey/ Microsoft Dynamics CRM . Microsoft Power Platform Tue, 02 Jun 2020 17:46:29 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32&ssl=1 Create personalized survey Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/create-personalized-survey/ 32 32 176351444 Set Variable to question with dynamic value from dynamics 365/CDS or share point using power automate Part 2 of create Personalized survey https://microsoftdynamics.in/2020/05/30/set-variable-to-question-with-dynamic-value-from-dynamics-365-cds-or-share-point-using-power-automate-part-2-of-create-personalized-survey/ Sat, 30 May 2020 11:58:22 +0000 http://microsoftdynamics.in/?p=3225 The post Set Variable to question with dynamic value from dynamics 365/CDS or share point using power automate Part 2 of create Personalized survey appeared first on Microsoft Dynamics 365 Blog.

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Step 6 : Set Variable to question with dynamic value from dynamics 365/CDS or share point using power automate

  • 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

Step 7 : Create Survey Invite / Send a survey using Power Automate (personalized survey)

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

Send a survey using email template

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.

Create an invitation and send email

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.

Testing : When survey is send to recipient on case resolution , it Variable will have case number of recipient.

https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/formspro-blogs-Variable1.png?fit=1630%2C699&ssl=1

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Creating Form Pro Survey with variable and create Survey invite – Personalized https://microsoftdynamics.in/2020/05/30/creating-form-pro-survey-with-variable-and-create-survey-invite-personalized/ Sat, 30 May 2020 11:57:33 +0000 http://microsoftdynamics.in/?p=3190 The post Creating Form Pro Survey with variable and create Survey invite – Personalized appeared first on Microsoft Dynamics 365 Blog.

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Creating survey using Microsoft forms pro is simple and easy , easier than VOC as per my opinion, one of the reason is it design limitation and a standard design for all. Normally there are 2 type of survey Personalized , Anonymous and 3rd not so famous partial anonymous. we will cover all of these Click here

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Step 1 : Go to Formspro.microsoft.com or forms.office.com for accessing form pro portal or Dashboard or if yo don't have the subscription you can get from here. There will be 2 options
  • New  Survey
  • New Quiz
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Step 2 : We will start with creating a Survey , where We asking for feedback from customer once Case is resolved (most common scenario)
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  • 1st we will add 1 important variable that is case Number , this can number will be mapped with the recipient to to whom we will create invite for in Power platform.
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Step 3 : Set Title of survey and Editing Theme and Design
  • Title and Subtitle : This the gap i was referring , Title of survey will be visible to customer and this title will be name of your survey . ideally there should be an option to specify different Naming convention for creator for identification of survey
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  • We can change Theme i.e some Pre Define Colors and Background  or select your own color or image
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Step 4 : Adding Questions in the Forms pro Survey
  • Adding Questions : You can divide the form in Sections and then there are 8 type of questions available or you can say 8 input type available for you to setup. and then there will be recommended templates available Microsoft AI.

  • Most interesting is NPS Question (Net Promoter Score)  I.E How likely are you to recommend us to a friend or colleague?
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Step 5 : Add Branching Rule i.e if lest then 5 rating
  • Adding Branching rule : We can apply branching rule on questions input i.e if rating selected less then 5 star , show one field provide reason.
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Step 4 : Add Variable to Field Question i.e Case Number
  • We can add variable created initially to any of the question example , created for “Case Number”

The post Creating Form Pro Survey with variable and create Survey invite – Personalized appeared first on Microsoft Dynamics 365 Blog.

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