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Dashboard for new Forms Pro surveys

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Posted on by scottmusich

I am working on new dashboards for our users concerning the new Pro Forms Surveys we are using (replacement of VoC). I have created many steps to be able to avg scores etc from the Survey Response entity.

My issue comes is they want the dashboard base off of Owner and what Team they belong to. I am having troubles making that connection. I am using the Regarding field to link back to case and Owner.

I can seem to do this sort of in the Survey Response entity but not in the Survey Question Response entity (where the actual responses are recorded).

Has anyone tried this or have any idea on how I can create an interactive dashboard to include the actually responses to the surveys based on owner/team they belong to?

Thanks,

Scott

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scottmusich 15 on at

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RE: Dashboard for new Forms Pro surveys

I was able to figure something out..it did take a bit of doing. Had to Pass the Regarding of the Case through to the Invite and Survey Response Entity with Power Automate Flow. Not sure the Invite aspect was needed but already had it completed so keeping it in place

Also in my view for dashboard did the following:
Pankaj Gogoi 3,177 on at

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RE: Dashboard for new Forms Pro surveys

Hello,

Can you create a custom entity and store the survey related questions and response? Here is an article that might help you.

blog.magnetismsolutions.com/.../mapping-microsoft-forms-pro-survey-responses-to-a-dynamics-365-record

Best Regards

PG