Using Dynamics 365 Finance & Operations Business Events and Flow to send Forms Pro Surveys to Customers

This morning I got a notification that an order had been shipped, and it had a link to a survey.  Which made me think – how hard is this to do in Dynamics 365?

I don’t know if many of you have played much with Forms Pro, but it is even better than Forms.  I created a new survey, and just from the title of the survey, it pretty much built the entire set of satisfaction questions for me through the suggestions.

On the sales order, we are tracking the shipment, and when the product is shipped, the status is changed to Delivered.

So I attached an alert to the Status field to fire off a Business Event every time the order status is changed:

This lets me then use Flow to send out the survey to the customer email address that is registered on the order.

Just like a well oiled machine, within a couple of seconds of shipping the order through the F&O back office I got an email with a link to the survey:

I was able to fill out the survey:

And I was starting to get analytics from the Survey within Forms Pro:

How cool is that?  (Rhetorical question – this is cool as heck!)

Dynamics + Office rocks!