Forms Pro is a great survey functionality for Microsoft Dynamics 365 and Office 365 users that helps you gain valuable information about leads, prospects, customers, and even your own team.

The survey tool helps customer service, marketing, sales, leadership, IT, and HR teams alike. It can be utilized in many ways.

To collaborate on a survey cross-departmentally, or among different individuals, just follow a few easy steps:

  1. Once you create your survey and are ready to share, navigate to the ellipses in the upper right-hand corner of your screen and click on the “Share” button next to it. If you don’t see a “Share” button, go back to the ellipses and click. A dropdown menu will appear. Click “Share.”
  2. Scroll to “Share to Collaborate” and click on “+Get a link to view and edit.”
  3. Click on “Copy” next to the text box that displays as a URL.
  4. Share this link with the colleagues you’d like to collaborate with you on this survey. You may send them an email to share the link, paste the link in Microsoft Teams or another collaborative workspace, etc. Whatever makes sense for your daily workflows!

    Whatever method you decide to reach out on, be sure to clearly state the objectives of your request, state the purpose of your survey (what information you’re hoping to gather and why), send relevant details (share what your colleague needs to know – don’t overcommunicate the details and overwhelm them if your request is just for them to test the survey), and share about how you’d like them to collaborate. You may ask them to review for grammar, test your flows, add branded elements (if they’re marketing and you’re a customer service agent, for example), or something else.

That’s it! You’re done.

Collaborating on forms pro surveys can help:

  • Create cross-departmental alignment
  • Improve survey quality
  • Improve respondent engagement
  • Improve survey reach
  • Improve survey readability
  • Create more dynamic survey outcomes
  • And more

Now that you know how to collaborate on surveys in Forms Pro, explore the survey functionality even more.

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If you’d like more help navigating Forms Pro or have another Microsoft Dynamics 365 challenge you need help solving, reach out to our CRM support team for help.

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