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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Brian Begley, enCloud9 Social/CRM

Easily Create Surveys in Microsoft Forms Pro

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Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love Microsoft Forms Pro, the newest member of Microsoft’s Power Platform! Microsoft Forms Pro is a simple yet comprehensive survey solution that allows businesses to easily capture and analyze feedback to improve customer, employee, and product experiences.  I decided to challenge myself to learn how to use this new project and write about it in a blog. This tool can give you some great input and data from your customers which can help you make more informed business decisions and be proactive rather than reactive. Anything that gives you more information from your customers is a good thing! This post is the first of a projected three-part series. Part one covers creating a surveyPart two will cover creating a quiz. And finally, in part three, I will cover sharing your survey or quiz as well as viewing and analyzing the data. Find out how easy it is to create surveys in Microsoft Forms Pro.

Microsoft Forms Pro extends the capabilities of Microsoft Forms in Office 365. However, the basic Forms app included with Office has limited a limited toolset. Microsoft Forms Pro features additional functions, including advanced branching, theme customization, individual tracking links, data connection with Dynamic 365 workflow automation using Microsoft Flow, Response data is available in real time, but is also available in PowerBI for further analysis.

The public preview is available to anyone with a Microsoft work account, including both Microsoft Office 365 commercial customers, and Dynamics 365 customers. Forms Pro is expected to be a paid service, once generally available.

 

It’s Easy to Create Surveys in Microsoft Forms Pro!

I found Microsoft Forms Pro to be fairly straightforward and easy-to-use.  Microsoft Forms Pro is a quick and easy way to send surveys to your recipients. You can then gather and analyze the responses, using the data to enhance your customer’s journey. Once you use this “simple, yet comprehensive” tool, you’ll realize how valuable the data you attain is! This blog post will walk you through the steps for creating a simple survey.

The first thing to do is to visit the Forms Pro website to sign up for the preview. Once you do that, you will see two options, create a new survey and create a new quiz. Let’s take a look at creating a new survey, so click on that option. My screen shows a few surveys and quizzes I have created. If you previously used Microsoft Forms, those forms will be migrated over to Forms Pro.

Continue to our blog and learn more about how easy it is to create surveys in Microsoft Forms Pro.

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