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Dynamics 365 Community / Forums / Customer Service forum / Microsoft Forms Pro --...
Customer Service forum

Microsoft Forms Pro -- Need Some Guidance, Please

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Posted on by Community Member

Hello,

Microsoft Forms Pro has been successfully installed, a new survey created to be sent after a case is resolved, a flow configured to send it, and a flow created to update some fields on the Contact record.

Connections have been created successfully. Flows were checked -- no errors. Survey sends successfully when a case is resolved. 

However, nothing is registering in Dynamics 365.  There's no record of the survey ever being sent in the activities in Case, Accounts, or Contacts. There are no responses recorded in Forms Pro Survey Response.

What did I miss to cause the data not to make it into Dynamics 365? 

Thanks!

Beth

Categories:
Setup and Upgrades
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I have the same question (0)
  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    You could refer to this DOC about how to use Forms Pro.

    docs.microsoft.com/.../plan-survey

    www.preact.co.uk/.../how-will-microsoft-forms-pro-surveys-work-with-d365

    Hope it helps.

    Best Regards,

    Leo

  • Community Member Profile Picture
    Community Member on at

    They didn't help. But thanks for replying, Leo!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Deleted everything. Watched all of Megan Walker's videos. Created connections in all environments.  Recreated the survey and configured the flow making sure the survey and each flow step reference the same environment.  

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