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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Forms response in customer service

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Posted on by 1,081

Hello Community Experts

I Created Microsoft forms pro to get the survey

I'm successfully able to send the survey via mail and submit the response

I'm not able to capture the response back to dynamics 365

Kindly guide on how to achieve that

Best Regards

Sumaira Noor

  • Paul_Owen Profile Picture
    2,027 on at
    RE: Forms response in customer service

    Hi Sumaira, you need the Forms when a Response is submitted action first, see below image, ignore the Dynamics 365 connector as it's been deprecated, this is an old one I did previously.

    Or are you trying to send out a survey after the record is created?

    pastedimage1581674298882v2.png

    Regards

    Paul

  • Sumaira Noor Profile Picture
    1,081 on at
    RE: Forms response in customer service

    Form1.PNG

    Thanks a lot for the quick response Paul

    Sorry for the delayed response

    I'm struggling in this step where the response should be stored back in customer service

    Please guide,

    Best Regards,

    Sumaira Noor

  • Verified answer
    Paul_Owen Profile Picture
    2,027 on at
    RE: Forms response in customer service

    Hi, you need to use Flow to update or create a record in Dynamics 365, Megans site has loads of Blogs showing how to work with Forms Pro

    https://www.inogic.com/blog/2019/10/send-and-store-survey-responses-in-dynamics-365-crm-using-microsoft-forms-pro/

    https://meganvwalker.com/creating-an-invitation-to-a-forms-pro-survey/

    Regards

    Paul

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