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Forms Pro response data |
Microsoft revealed the
preview of Forms Proas part of the April 2019 release wave for
the Business Applications group. Forms Pro is a form-building tool
to create surveys and quizzes that looks much like its non-Pro
As two intrepid Microsoft MVPs have now demonstrated, the real
value of Forms Pro comes from its use in the context of business
processes like sales lead qualification or support cases, natively
work with data managed in Microsoft's Common Data Service (CDS) and
then delivering personalized surveys to the customer or prospect
(or whomever). For a single sweeping look at the basic uses of
Forms Pro in the context of Dynamics 365 Customer Engagement, read
Neil Parkhurst's blog postthat covers everything from the
solution deployment to survey creation to personalization and data
collection. And for a more stepwise approach diving into each
segment of the experience, Megan Walker's ongoing series explores
sending a form,
chained surveys, and more.
As Parkhurst admitted early on in his walkthrough, "Spoiler
alert … I like Forms Pro." Walker offers less commentary but
dives into a hands-on exploration of the tool, from designing the
forms and the closely linked flows to interacting with CDS entities
that can be used to personalize the survey experience.
Forms Pro is still in preview, meaning that it could still
change in various ways. There seem to be some issues and
limitations still. Parkhurst wrote that he suspected he had
experienced some odd behavior at times. And Walker warns that the
use of Flow premium connectors will require the right Flow licenses
when Forms Pro emerges from preview.
While these bloggers have covered many of the key concepts in
their writings, from Flow and CDS to survey design, there would
seem to be much more still to discover in areas like:
Business Applications communities