Microsoft Forms Pro

This 1-day course provides a hands-on deep dive into Microsoft’s exciting survey solution. This tool provides the ability to capture feedback then analyse and act on this data using Forms Pro’s powerful functionality. 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.

A 2-day extended version of this course is available, more details at Forms Pro Extended.


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.


  • What is Forms Pro?
  • Getting Started, setup & licensing
  • Creating Basic Surveys
  • Sending Surveys
  • Basic Personalisation
  • Branching Rules
  • Viewing Responses
  • Multilingual Surveys
  • Reporting Capabilities *free report downloads included


This course is delivered by Microsoft Business Applications MVP – Megan V. Walker, who has provided Forms Pro content since March 2019.

BONUS: Access to Megan’s online Forms Pro course will be provided for 6 months at no cost after completion of this course.

Is this course for me?

You should be comfortable with survey tools in general, as this will help with an overall understanding of survey structure and capabilities. This one-day course will cover everything you need to know about Forms Pro but will not cover Microsoft Power Automate (formerly Flow) processes. Perfect for a marketing professional who will create the surveys then hand off to a technical resource to create any automated flows required by the business.

Contact Details

Expert CRM Services
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CM24 8BE
01279 263646 Contact us