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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.