Microsoft Forms Pro - Extended

This 2-day course provides a hands-on deep dive into 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.

A 1-day version of this course is available, more details at Forms Pro.


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.

Day 1

  • 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

Day 2

  • Microsoft Flow & Forms Pro
  • Sending Emails with Flow
  • Creating Invitations with Flow
  • Linking Anonymous Responses
  • Duplicate Checking
  • Negative Sentiment Analysis
  • Passing Parameters for Personalisation


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 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 two-day course will cover everything you need to know about Forms Pro AND delve into Microsoft Power Automate (formerly Flow). While previous experience with Power Automate is helpful, it is not essential. Perfect for a systems administrator or marketing professional who will create the entire survey process from start to finish.  

Contact Details

Expert CRM Services
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01279 263646 Contact us