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Work with Microsoft Forms (like a) Pro

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Stefan Strube

Slides of session about Microsoft Forms Pro at meetup of Dutch PowerApps & Flow User Group on November 11th 2019.

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Work with Microsoft Forms (like a) Pro #DPAFUG Stefan Strube 11-11-2019 v1.0
Stefan Strube • Solution Architect @ Strukton (NL) • Co-founder Dutch D365CE user group CEProNL • Co-founder Dutch PowerApps & Flow User Group • Blogger, speaker at community events Work with Microsoft Forms (like a) Pro @StefanS3652die4it.com stefanstrube365
Agenda 1. Introducing Microsoft Forms Pro 2. Forms Pro versus Forms 3. Get started with Forms Pro 4. Survey life cycle 5. Demo 6. Wrap up 3Work with Microsoft Forms (like a) Pro
Introducing Microsoft Forms Pro • General available since July 1st 2019 • Business version of Microsoft Forms • Integrated in Common Data Service • Replacing Voice of the Customer (D365CE) • Licensing • included with select Dynamics 365 subscriptions • available as an upgrade for Office 365 subscriptions € 84,30 per 2.000 survey responses per tenant/month 4Work with Microsoft Forms (like a) Pro
Forms Pro versus Forms • Common Data Service integration • Microsoft Flow integration • Personalize surveys • Branching rules • Emailing surveys Detailed comparison table: Forms VS Forms Pro – What Is The Difference? 5Work with Microsoft Forms (like a) Pro
Get started with Forms Pro • Office 365 tenant • CDS is active in default environment • Add Microsoft Forms Pro • Get started (default environment) • AppSource (other environments) • Start Forms App from launcher 6Work with Microsoft Forms (like a) Pro
CDS integration • Entity reference • Model-driven app 7Work with Microsoft Forms (like a) Pro
Survey life cycle • Collaborate on a survey • Create a survey • Distribute a survey • Integrate with Flow • Analyze responses and invitations 8Work with Microsoft Forms (like a) Pro
Collaborate on a survey • Share a survey for collaborating • Share a survey as a template 9Work with Microsoft Forms (like a) Pro
Create a survey • Apply theme to a survey • Format text in a survey • Preview and test a survey • Create a branching rule • Personalize a survey • Create a multilingual survey • Create a multipage survey • Create a classic form 11Work with Microsoft Forms (like a) Pro
Distribute a survey • Email • Embed first question • Microsoft Flow • Embed • Web page • Power Apps • Link • QR code 12Work with Microsoft Forms (like a) Pro
Integrate with Flow • Forms connector • Forms Pro connector • CDS connector • Office 365 Outlook connector 13Work with Microsoft Forms (like a) Pro
Analyze responses and invitations • View summary information for your survey • View details for each question • Analyze survey invitations • Analyze survey responses • Analyze survey insights 14Work with Microsoft Forms (like a) Pro
Demo Send survey with personalized QR code 15Work with Microsoft Forms (like a) Pro
Go Pro • Personalized links • Identifier without authentication • Survey variables • Piped • Embedded • Context Data field in Response • PipeData • EmbedContextParameters 16Work with Microsoft Forms (like a) Pro
Wrap up Questions? 17Work with Microsoft Forms (like a) Pro
Resources • Get started with Microsoft Forms Pro • Documentation • Community • Ideas • Megan Walker's blog 18Work with Microsoft Forms (like a) Pro
19Work with Microsoft Forms (like a) Pro

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Work with Microsoft Forms (like a) Pro

  • 1. Work with Microsoft Forms (like a) Pro #DPAFUG Stefan Strube 11-11-2019 v1.0
  • 2. Stefan Strube • Solution Architect @ Strukton (NL) • Co-founder Dutch D365CE user group CEProNL • Co-founder Dutch PowerApps & Flow User Group • Blogger, speaker at community events Work with Microsoft Forms (like a) Pro @StefanS3652die4it.com stefanstrube365
  • 3. Agenda 1. Introducing Microsoft Forms Pro 2. Forms Pro versus Forms 3. Get started with Forms Pro 4. Survey life cycle 5. Demo 6. Wrap up 3Work with Microsoft Forms (like a) Pro
  • 4. Introducing Microsoft Forms Pro • General available since July 1st 2019 • Business version of Microsoft Forms • Integrated in Common Data Service • Replacing Voice of the Customer (D365CE) • Licensing • included with select Dynamics 365 subscriptions • available as an upgrade for Office 365 subscriptions € 84,30 per 2.000 survey responses per tenant/month 4Work with Microsoft Forms (like a) Pro
  • 5. Forms Pro versus Forms • Common Data Service integration • Microsoft Flow integration • Personalize surveys • Branching rules • Emailing surveys Detailed comparison table: Forms VS Forms Pro – What Is The Difference? 5Work with Microsoft Forms (like a) Pro
  • 6. Get started with Forms Pro • Office 365 tenant • CDS is active in default environment • Add Microsoft Forms Pro • Get started (default environment) • AppSource (other environments) • Start Forms App from launcher 6Work with Microsoft Forms (like a) Pro
  • 7. CDS integration • Entity reference • Model-driven app 7Work with Microsoft Forms (like a) Pro
  • 8. Survey life cycle • Collaborate on a survey • Create a survey • Distribute a survey • Integrate with Flow • Analyze responses and invitations 8Work with Microsoft Forms (like a) Pro
  • 9. Collaborate on a survey • Share a survey for collaborating • Share a survey as a template 9Work with Microsoft Forms (like a) Pro
  • 10. Create a survey • Apply theme to a survey • Format text in a survey • Preview and test a survey • Create a branching rule • Personalize a survey • Create a multilingual survey • Create a multipage survey • Create a classic form 11Work with Microsoft Forms (like a) Pro
  • 11. Distribute a survey • Email • Embed first question • Microsoft Flow • Embed • Web page • Power Apps • Link • QR code 12Work with Microsoft Forms (like a) Pro
  • 12. Integrate with Flow • Forms connector • Forms Pro connector • CDS connector • Office 365 Outlook connector 13Work with Microsoft Forms (like a) Pro
  • 13. Analyze responses and invitations • View summary information for your survey • View details for each question • Analyze survey invitations • Analyze survey responses • Analyze survey insights 14Work with Microsoft Forms (like a) Pro
  • 14. Demo Send survey with personalized QR code 15Work with Microsoft Forms (like a) Pro
  • 15. Go Pro • Personalized links • Identifier without authentication • Survey variables • Piped • Embedded • Context Data field in Response • PipeData • EmbedContextParameters 16Work with Microsoft Forms (like a) Pro
  • 16. Wrap up Questions? 17Work with Microsoft Forms (like a) Pro
  • 17. Resources • Get started with Microsoft Forms Pro • Documentation • Community • Ideas • Megan Walker's blog 18Work with Microsoft Forms (like a) Pro
  • 18. 19Work with Microsoft Forms (like a) Pro