Integration with Dynamics 365 and CDS for Apps

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What's new and planned for Microsoft Forms Pro. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Forms Pro is deeply integrated with the Common Data Service (CDS) for Apps platform and any app created on top of it. A survey user can choose to connect to a specific CDS environment or Dynamics 365 organization while creating a new survey. All data including survey questions, invites, and responses will be available in the selected environment or organization, thus enabling powerful scenarios that combine the observational data of Forms Pro with the user's transactional data.

Business value

Business users can now connect the surveys to the Dynamics 365 or CDS apps to leverage the integration between the survey and business data. This will enable them to distribute and analyze the survey within the context of the business data, providing a richer view of the survey analysis.

Personas

Business users, developers

Features

  • Send survey data to business contacts or lists: Forms Pro can fetch business contacts or lists from CDS to enable you to send survey invitations to customers from Forms Pro itself. Alternatively, users can send the survey emails from the business CDS app itself by leveraging Microsoft Flow.

  • Business and survey data together: Since the business and survey data are stored in the same CDS, you can create Power BI dashboards and workflows to create follow-up actions to improve the business processes.

  • PowerApps integration: Forms Pro embeds surveys into PowerApps natively. This will enable leveraging PowerApps data into the survey and vice versa.