{"id":20746,"date":"2019-10-11T11:24:07","date_gmt":"2019-10-11T11:24:07","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=20746"},"modified":"2021-08-25T11:12:18","modified_gmt":"2021-08-25T11:12:18","slug":"send-and-store-survey-responses-in-dynamics-365-crm-using-microsoft-forms-pro","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/10\/send-and-store-survey-responses-in-dynamics-365-crm-using-microsoft-forms-pro\/","title":{"rendered":"Send and Store Survey Responses in Dynamics 365 CRM using Microsoft Forms Pro"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p>In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM.<\/p>\n<p style=\"text-align: justify;\">Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and distribute surveys and store survey responses in Dynamics 365 CRM along with other Dynamics 365 data.<\/p>\n<p>Earlier we used <strong>Voice of the Customer (VoC)<\/strong> which is now being deprecated and the suggested replacement is Microsoft Forms Pro. So in order to send survey we are using Microsoft Forms Pro.<\/p>\n<h3><strong>Steps to subscribe <\/strong><strong>Microsoft<\/strong><strong> Forms Pro:<\/strong><\/h3>\n<ul>\n<li>Connect to\u00a0<a href=\"https:\/\/formspro.microsoft.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/formspro.microsoft.com<\/a><\/li>\n<li>Subscribe for Microsoft Forms Pro. (To demonstrate we have subscribed for a free 30 days trial.)<\/li>\n<li>Provide your Office 365 Email ID and click on \u2018Submit\u2019 to complete registration.<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20747\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/1How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"567\" height=\"312\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/1How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 567w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/1How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x165.png 300w\" sizes=\"(max-width: 567px) 100vw, 567px\" \/><\/p>\n<h3><strong><u>Now let us consider the following scenario:<\/u><\/strong><\/h3>\n<p>Send survey email to the contact of resolved Case and track the survey response in Dynamics 365 CRM once it is submitted.<\/p>\n<h3><strong><u>Perquisites:<\/u><\/strong><\/h3>\n<ul>\n<li>You must have <strong>Microsoft<\/strong> Flow License.<\/li>\n<li>You must have <strong>Microsoft<\/strong> Form License.<\/li>\n<li>You must have your 365 License.<\/li>\n<\/ul>\n<h3><strong><u>Creating Survey:<\/u><\/strong><\/h3>\n<p>Steps to create a new survey with Forms Pro:<\/p>\n<p>1. Sign in to Forms Pro with your Office 365 credentials.<\/p>\n<p>2. Under <strong>My Forms<\/strong>, select\u00a0<strong>New Survey<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20748\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1362\" height=\"563\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1362w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x124.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x317.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x423.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x273.png 660w\" sizes=\"(max-width: 1362px) 100vw, 1362px\" \/><\/p>\n<p>3. Select the default survey name, and enter a name for your survey. You can also enter an optional description for it.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20749\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"958\" height=\"546\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 958w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x438.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x376.png 660w\" sizes=\"(max-width: 958px) 100vw, 958px\" \/><\/p>\n<p>4. Select <strong>Add new to<\/strong>\u00a0add question to your survey. You can choose <strong>Choice<\/strong>,\u00a0<strong>Text<\/strong>,\u00a0<strong>Rating<\/strong>, or\u00a0<strong>Date<\/strong> You can also select\u00a0<strong>More<\/strong>\u00a0(&#8230;), and choose\u00a0<strong>Ranking<\/strong>,\u00a0<strong>Likert<\/strong>, or\u00a0<strong>Net Promoter Score<\/strong>\u00a0questions.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20750\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"825\" height=\"230\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 825w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x84.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x214.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x184.png 660w\" sizes=\"(max-width: 825px) 100vw, 825px\" \/><\/p>\n<p>5. Enter the question and its answer options. The survey is saved automatically.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20751\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"955\" height=\"606\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 955w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x190.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x487.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x419.png 660w\" sizes=\"(max-width: 955px) 100vw, 955px\" \/><\/p>\n<p>6. (Optional)You can make a question mandatory and can also set the visibility of the questions as follows:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20752\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"806\" height=\"616\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 806w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x229.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x587.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x504.png 660w\" sizes=\"(max-width: 806px) 100vw, 806px\" \/><\/p>\n<p>7. (Optional)To change the order of questions in the survey, select the question and then select the up or down arrows on the right side of each question to move them up or down.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20753\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"800\" height=\"622\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x233.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x597.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x513.png 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h3><strong><u>Adding Personalised Fields<\/u><\/strong><\/h3>\n<p>You can personalize your survey by adding custom data to the questions.<\/p>\n<p>By default, we have just two fields to play with. Those are <strong>first name<\/strong> and <strong>last name<\/strong>. But more fields can be added as required. Adding, say, \u2018case number\u2019 is a simple process.<\/p>\n<p>As mentioned, by default you will only have <strong>first name<\/strong> and <strong>last name<\/strong> available for personalisation fields. But you can use the personalize option (shown below) to add additional fields as required.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20754\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1203\" height=\"600\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1203w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x150.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x383.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x511.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x329.png 660w\" sizes=\"(max-width: 1203px) 100vw, 1203px\" \/><\/p>\n<p>You can easily add personalized fields to your question headings, survey title using the simple drop down as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20755\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1207\" height=\"477\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1207w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x119.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x304.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x405.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x261.png 660w\" sizes=\"(max-width: 1207px) 100vw, 1207px\" \/><\/p>\n<blockquote><p><strong>Note: <\/strong>This personalize parameters added above will be populated using Microsoft Flow as shown in below steps so that we can populate dynamic values within our survey.<\/p><\/blockquote>\n<h3><u><strong>Microsoft<\/strong><strong> Forms Pro Email Templates<\/strong><\/u><\/h3>\n<p>Now, after designing your survey form you can also very much edit the built-in Microsoft Forms Email Templates based on which you will send the survey email.<\/p>\n<p>To edit templates, follow the steps given below:<\/p>\n<p>1<strong>. Navigate to <\/strong><strong>Send survey<\/strong><strong> -&gt; <\/strong><strong>Email<\/strong><strong> -&gt; Select the template from the drop down that you want to edit as shown in below screenshot:<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20757\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/10How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1258\" height=\"728\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/10How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1.png 1258w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/10How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1-300x174.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/10How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1-768x444.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/10How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1-1024x593.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/10How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1-660x382.png 660w\" sizes=\"(max-width: 1258px) 100vw, 1258px\" \/><\/p>\n<p>2. After selecting the template you can very much customize the template body.<\/p>\n<p>You can also copy existing template in order to create your personal template by simply clicking on <strong>Save As.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20758\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/11How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1251\" height=\"678\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/11How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1251w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/11How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x163.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/11How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x416.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/11How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x555.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/11How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x358.png 660w\" sizes=\"(max-width: 1251px) 100vw, 1251px\" \/><\/p>\n<p>3. Next, name the template and click on <strong>Save<\/strong> as shown in below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20759\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/12How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1214\" height=\"585\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/12How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1214w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/12How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x145.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/12How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x370.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/12How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x493.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/12How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x318.png 660w\" sizes=\"(max-width: 1214px) 100vw, 1214px\" \/><\/p>\n<p>4. After saving, the template will be shown in the default template drop down list as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20760\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/13How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1196\" height=\"412\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/13How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1196w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/13How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x103.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/13How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x265.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/13How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x353.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/13How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x227.png 660w\" sizes=\"(max-width: 1196px) 100vw, 1196px\" \/><\/p>\n<h3><strong><u>Sending Survey<\/u><\/strong><\/h3>\n<p>Once the survey created using Microsoft Forms Pro is ready and personalize parameters added to it, our next step is to send the survey. To send survey, follow the steps given below:<\/p>\n<p>1. Select triggering point <strong>when the record is updated. <\/strong>Select <strong>Cases <\/strong>in Entity Name and <strong>statuscode <\/strong>in Attribute Filter Item as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20761\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/14How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"551\" height=\"297\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/14How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 551w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/14How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x162.png 300w\" sizes=\"(max-width: 551px) 100vw, 551px\" \/><\/p>\n<p>2. After that, check if case is resolved.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20762\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/15How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"554\" height=\"146\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/15How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 554w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/15How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x79.png 300w\" sizes=\"(max-width: 554px) 100vw, 554px\" \/><\/p>\n<p>3. If yes, then get contact details which is associated with the case as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20763\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/16How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1166\" height=\"437\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/16How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1166w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/16How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x112.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/16How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x288.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/16How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x384.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/16How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x247.png 660w\" sizes=\"(max-width: 1166px) 100vw, 1166px\" \/><\/p>\n<p>4. After that, select action <strong>Send a survey<\/strong> in order to send survey and set attributes using data retrieve from the above steps. Select your survey name in <strong>Survey<\/strong> and also select the built in Microsoft Forms Email Template in <strong>Email Template<\/strong> based on which your email will be sent out.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20764\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/17How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"580\" height=\"447\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/17How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 580w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/17How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x231.png 300w\" sizes=\"(max-width: 580px) 100vw, 580px\" \/><\/p>\n<p><strong>Note<\/strong>:<\/p>\n<ul>\n<li><strong>First name, Last name, Case title, Case number, Case owner <\/strong>attributes in the above screenshot are the <strong>personalize<\/strong> parameters created in Microsoft form as mentioned in above steps which we are setting using flow, so that we can set dynamic values within our survey forms.<\/li>\n<\/ul>\n<ul>\n<li><strong>Email Template<\/strong> selected in the above screenchot is the inbuilt Microsoft Form Templates available based on which email will be sent out. For further details see <strong>Microsoft<\/strong><strong> Forms Pro Email Templates section.<\/strong><\/li>\n<\/ul>\n<p>Given below is the screenshot of survey email received based on the template selected while sending survey:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20765\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/18How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1122\" height=\"559\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/18How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1122w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/18How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x149.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/18How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x383.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/18How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x510.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/18How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x329.png 660w\" sizes=\"(max-width: 1122px) 100vw, 1122px\" \/><\/p>\n<p>After clicking on <strong>Start Survey<\/strong>, survey form will open as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20766\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/19How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"605\" height=\"623\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/19How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 605w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/19How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-291x300.png 291w\" sizes=\"(max-width: 605px) 100vw, 605px\" \/><\/p>\n<p><strong><u>Capturing Survey Response<\/u><\/strong><\/p>\n<p>Now, once the survey response is submitted by the contact regarding case feedback, we will track these responses by creating a <strong>Note<\/strong> record related to case for which the survey is sent.<\/p>\n<blockquote><p><strong>Note: <\/strong>We are creating Note entity record to capture survey response against each case.<\/p><\/blockquote>\n<p><strong>Below are the steps to create Note record related to case for which response is received<\/strong>:<\/p>\n<p>1. Select triggering point <strong>when a record is created <\/strong>and choose <strong>Forms Pro survey responses <\/strong>in Entity Name as shown below. As whenever a survey response is submitted corresponding <strong>Forms Pro survey responses <\/strong>entity record is also created for the same.<img decoding=\"async\" class=\"aligncenter size-full wp-image-20767\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/20How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"544\" height=\"187\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/20How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 544w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/20How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x103.png 300w\" sizes=\"(max-width: 544px) 100vw, 544px\" \/><\/p>\n<blockquote><p><strong>Note:<\/strong><\/p>\n<p><strong>Forms Pro survey responses <\/strong>entity and other forms pro entity is automatically added to the <strong>Default Solution <\/strong>of your Dynamics 365 CRM when you configure <strong>Microsoft<\/strong><strong> Forms Pro.<\/strong><\/p>\n<p>&nbsp;<\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20768\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/21How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"1192\" height=\"428\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/21How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 1192w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/21How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x108.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/21How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x276.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/21How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-1024x368.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/21How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x237.png 660w\" sizes=\"(max-width: 1192px) 100vw, 1192px\" \/><\/p>\n<p>2. Now select an action <strong>Get response details <\/strong>and select your survey in <strong>Form Id<\/strong>. It contains the <strong>response<\/strong> for the <strong>questions<\/strong> asked in survey.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20769\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/22How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"561\" height=\"192\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/22How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 561w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/22How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x103.png 300w\" sizes=\"(max-width: 561px) 100vw, 561px\" \/><\/p>\n<p><strong>Formulae<\/strong>: int(triggerBody()?[&#8216;msfp_sourceresponseidentifier&#8217;])<\/p>\n<p>3. Now create note related to case for which the response is received and store the response details in it. In our scenario we are capturing response in the <strong>description <\/strong>as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20770\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/23How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"603\" height=\"697\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/23How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 603w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/23How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-260x300.png 260w\" sizes=\"(max-width: 603px) 100vw, 603px\" \/><\/p>\n<p>Given below is the <strong>note<\/strong> created for survey response of resolved case:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20771\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/24How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png\" alt=\"How to Send Survey and Get Response in CRM using MS Forms\" width=\"845\" height=\"446\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/24How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms.png 845w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/24How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-300x158.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/24How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-768x405.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/24How-to-Send-Survey-and-Get-Response-in-CRM-using-MS-Forms-660x348.png 660w\" sizes=\"(max-width: 845px) 100vw, 845px\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>In this way you can create\/send surveys and capture survey responses in Dynamics 365 CRM with the help of Microsoft Forms Pro.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Free 70% of storage space in CRM with Attachment Management Apps!<\/div><\/div><\/h2>\n<p><em><strong><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage\" target=\"_blank\" rel=\"noopener noreferrer\">Attach2Dynamics<\/a> &#8211; Store and manage documents\/attachments in cloud storage of your choice &#8211; SharePoint, Dropbox or Azure Blob Storage from within Dynamics 365 CRM.<\/em><br \/>\n<em><strong><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener noreferrer\">SharePoint Security Sync<\/a><\/strong> \u2013 Robust and secure solution to integrate Dynamics 365 CRM and SharePoint Security Sync thereby ensuring secure access to confidential documents stored in SharePoint.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2019\/10\/send-and-store-survey-responses-in-dynamics-365-crm-using-microsoft-forms-pro\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":20776,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[18,19,64],"tags":[1963],"class_list":["post-20746","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365-v9-2","category-dynamics-crm","category-voc","tag-microsoft-forms-pro"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20746","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20746"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20746\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/20776"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20746"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20746"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20746"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}