Microsoft Forms Pro or Microsoft Dynamics 365 Customer Voice Integration

• Overview
• Prerequisites
• Use cases

Overview

Using Integration in Whatfix, data from your Microsoft Forms Pro or Microsoft Dynamics 365 Customer Voice account can be shared with your Whatfix account, and surveys can be shown to your users based on multiple conditions.

Prerequisites

• You need to have a premium account in Microsoft Flow or Microsoft Power Automate.
• You need to create a survey on Microsoft Dynamics 365 Customer Voice using the survey variables. For more information on how to use survey variables, contact your Whatfix representative.

Use cases

Here are some use cases that are possible using this integration:

• Show the survey only to users who haven't completed the survey.
• Show the survey until the users complete the mandatory security course.
• Show the survey to new users until they finish giving their onboarding feedback.