How will Microsoft Forms Pro Surveys Work with Dynamics 365?

Forms Pro Release


Microsoft Forms Pro is now generally available from 1 July 2019 and is licensed with Dynamics 365 Enterprise apps...READ MORE

Microsoft has launched a public preview of Forms 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 Power Automate (formerly 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 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 Power App
Forms Case Resolution

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.

Forms Flow Process

This also includes the capability to send Form Pro survey invitation emails to any view defined in a Dynamics 365 environment.

Forms Pro Invitation

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.

Forms Pro Analytics

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


Following the launch of Forms Pro as a connected survey solution across Dynamics 365, Office 365 and other business applications, Microsoft has announced that Voice of the Customer surveys will be deprecated on 1 July 2020

RELATED: Overview of Forms Pro April 2019 Release

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