How to install Forms Pro solution in customer engagement?

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Posted on by Ben T

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Hello, when I go into Dynamics admin center it says I have forms pro enabled, however I am not seeing the solution in either instance (prod or sandbox) when I click manage solutions. I am trying to work with this entity, so that when a contact completes a survey it will update a field on a related record of that contact with the survey responses. However, I cannot get the Forms pro survey response entity. I am wondering if it is because I am using the customer engagement plan. Any thoughts on this issue? Below is a photo of what I am seeing in Power Automate and you can see the "forms pro survey response" entity is not there.

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Ben T 803 on at

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I think I found the answer...community.dynamics.com/.../forms-pro-entity-name-changes-coming

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CTSDT 235 on at

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Hi Ben,

You can enable Forms Pro in your Dynamics 365 organization by installing the Forms Pro Application from the Mirosoft AppSource(Link below). You must have the System Administrator role to install it.

https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.shimla?tab=Overview

Once the application is installed, the Forms Pro entities will appear in the organization. To create surveys in this organization, you must have the Survey Owner role. More details about working with environments can be found in the link below:

Work with environments: https://docs.microsoft.com/en-us/forms-pro/choose-environment

Replace your Voice of the Customer surveys with Microsoft Forms Pro: https://cloudblogs.microsoft.com/dynamics365/it/2019/07/18/replace-your-voice-of-the-customer-surveys-with-microsoft-forms-pro/

Furthermore, the Forms Pro eneity is changing the name to "Customer Voice", please also serch the new key words as well.

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