How will Microsoft Forms Pro Surveys Work with Dynamics 365?
Microsoft has launched a public preview of Form Pro, an extended version of its basic survey builder that is part of Office 365.
The new product stores survey data in the Common Data Service (CDS), part of the Microsoft Power Platform, to widely connect this across Dynamics 365, Power BI and other systems.
In its launch post, Microsoft highlighted how the new product will simplify survey distribution. This includes using Microsoft Flow to automate distribution by creating flows that are triggered to collect feedback as part of routine interactions handled in Dynamics.
For example, ready-made Microsoft Flow templates in Forms Pro include triggers that will send a survey when:
- A case is resolved in Dynamics 365
- A lead is qualified in Dynamics 365
- An order is fulfilled in Dynamics 365
- A button is clicked on an embedded PowerApp
In addition to these out-of-the-box templates, additional flows can be created from scratch to fit bespoke requirements.
Survey invites can also be sent directly from within Forms Pro and by leveraging CDS for Apps it will enable individual contact records to be selected, as well as referencing bulk records from Dynamics contact lists / views.
As another distribution option, Forms Pro surveys can also be embedded within a web portal page by pasting in a code snippet.
Contextual data from Dynamics 365 and connected apps can be piped in to personalize each survey invite and this can reflect first names, account ID's and case references.
In addition to inbuilt Forms Pro response analytics, having survey data stored in the CDS means that results can be combined with other business data through custom Power BI reports thereby avoiding the need to manually import / export data.
Broader capabilities announced for Forms Pro include:
- Advanced question types
- Branching logic
- Survey design suggestions
- Survey translations
- Sentiment analysis
Forms Pro & Voice of the Customer
This new release will undoubtedly prompt comparisons with the Dynamics 365 Voice of the Customer survey tool. Ultimately, VoC remains fully embedded within the Dynamics user interface for designing, managing and analysing surveys with responses automatically associated to each matching contact.
In contrast, Forms Pro enables surveys to be created independently away from the Dynamics UI. As we have touched on, by leveraging the Power Platform each survey invite can reference CRM data and be triggered by Dynamics actions with reporting and analysis occurring within Forms Pro or Power BI.
It will be interesting to see how this new solution develops as it enters general availability. Its apparent simplicity and ease of use will likely bring this into consideration especially for requirements that involve quick surveys where VoC is seen as a rather heavyweight solution.