This condensed one day course provides a taster of Forms Pro, Microsoft’s survey solution and gives attendees the knowledge to create powerful processes using Forms Pro and Microsoft Power Automate (formerly Flow) together. This tool provides the ability to capture feedback then analyse and act on this data using the powerful functionality of Forms Pro. The course is taught by one of the global experts in this application, Microsoft MVP, Megan V. Walker.

You will work within a trial Dynamics 365 Customer Engagement environment. However, you do not need to understand Dynamics to benefit from this course. Content and examples will be given for non-Dynamics 365 users. You must provision a Dynamics 365 trial before attending the course to maximise learning time. Instructions will be provided, and we will assist you if any issues arise.

Course Overview

• What is Forms Pro?

• Getting Started, setup & licensing

• Creating Basic Surveys

• Sending Surveys

• Basic Personalisation

• Branching Rules

• Viewing Responses

• Multilingual Surveys

• Reporting Capabilities

• Passing Parameters for Personalisation

• Microsoft Flow & Forms Pro

Students will be given 1-year free access to the corresponding online class.