Map forms pro survey response to Lead Microsoft dynamics 365 or Share point

Microsoft Dynamics 365 — Mon, 01 Jun 2020 07:04:16 +0000

Click HereCreate Personalized form pro survey

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

Microsoft Dynamics 365 — Sun, 31 May 2020 16:06:36 +0000

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.

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

We can use QR code, simple link or website embedding to distribute our anonymous survey
Here we will embed the survey on our website and use survey response to create a lead-in CRM
Copy the code generated and past it on the web page
1 thing which is not mentioned in form pro is , we need to add extra div section which will be the actual placeholder for the survey to display