Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Manually send Forms Pro Survey from Dynamics 365 Sales / Service

(0) ShareShare
ReportReport
Posted on by 25

Hi all,

as Voice is the customer gets deprecated I´m looking to replace it at our customers with Forms Pro. 
The automatic trigger works well but there are customers that want to send the surveys manually from D365 Sales / Service (Customer Engagement).

I see a number of entities related to Forms pro but no functionalities (menu-entries), an app nor a separate "Activity" (like for Voice of the Customer) that is available.

If the survey is triggered from Flow then I get an Forms Pro activity at the customer in the timeline.

forms-pro-survey-activity.png

Questions:

  • Is there a out-of-the-box possibility to create from CE an activity for a contact to send a forms pro survey invitation ?

  • If not, is this planned (and not yet available) or do we (as a partner) have to build this ?

thanks

Ark

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,436 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans