Customer Voice is the Survey tool from Microsoft that is included with your Dynamics 365 licenses. Previously known as Forms Pro, Customer Voice is Microsoft’s Premium version of the Forms application included with Microsoft 365 subscriptions.

Recently a user posted a question of how to create a Contact us form that creates leads in Dynamics 365. There are many solutions out there including ClickDimensions and Dynamics Marketing or plugins to integrate Gravity Forms or Contact Form 7 with Dynamics 365. But these all cost extra money and why shouldn’t there be a no additional cost option for creating leads?

I suggested that he look into Customer Voice as a solution, as I knew that you can embed a Customer Voice survey onto a website, but I had never actually tried this idea out. I decided to see what it would take. I looked for a solution, but couldn’t find one online – even at the amazing Megan Walkers site. So I decided to take it upon my self to see how much work it would take to create a lead from a Customer Voice contact form. You can see the results by clicking here.

My discovery led to a process that took major steps:

  1. Create a Contact us form in Customer Voice
  2. Embed the form in a webpage on my site
  3. Develop a Power Automate to convert the Customer Voice Survey Response to a Lead.

This methodology is not just limited to creating leads, it could create a contact record, a case or almost any record in Dynamics 365.

So lets get started!

Create the Contact Us form using Customer Voice

Step 1 is to create a form in Customer Voice – Login to https://customervoice.microsoft.com/. Ensure that you are in the correct Dataverse environment. Navigate to All Projects – and select New Survey. Change the default name of your survey by selecting the three dots next to the survey name and give it a unique name. I chose “Contact Us Form” I added the usual form fields – First and Last Names, Company, Email Address, and How Can We Help you? You could add many more fields. They can be text fields, choices (single or multiple choice) and date fields. Make certain that any fields that you create have a related field on the lead record. If you need to create a custom field on your Lead record, reach out to your Dynamics 365 administrator.

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You will want to edit the post-survey message and also clear the values in the Footer.

enCloud9 | Microsoft Dynamics 365 CRM Consultants How to create a Contact Us form using Customer Voice Customer Voice Microsoft Dynamics 365 Microsoft Forms Pro

Once these steps are completed, the next step is to obtain the embed code. Switch from the Design Tab to the Send tab and click on the Embed Code link. Copy the inline code to notepad or One Note, you will need this when we move to our next step.

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Embed the Customer Voice survey in a webpage

Embedding the form on a webpage is pretty straightforward. We use WordPress to create webpages, and I used a blank page to embed my form.

Once you have created a new page or opened the page that you want to add the form to, you will next need to embed the Customer Voice code. But first you will need to embed a small piece of code designed to render the form on the webpage. I found sample code here at Embed a survey in a webpage | Microsoft Docs. The code on the Microsoft Docs page needed a little tweaking to work correctly. I added the height parameter to ensure that the form displayed on the page at the proper length.

Switch your editor into Text mode and paste the below code:

<div id="surveyDiv" style="height: 800px;">

<script>
window.addEventListener('load', function () {
renderSurvey("surveyDiv");
}, false);
</script>

Next copy and paste your survey embed code into your page. Make any other changes that you need to your page design and publish the webpage. You can go to your new webpage and test the form by filling it out.

Create a Lead from the Survey Response

Once you click the submit button, your response will be submitted to the Dataverse in which you developed the form. A record is created in the Dataverse in the  Customer Voice Survey Responses. If this table is not visible on your Dynamics 365 Sitemap, you could run an advanced find to query the table.

If you see the survey response that you created you have been successful so far. The next step is to convert the Survey Response to a Lead. The easiest way to do this is to create a Power Automate to automate this process. My Power Automate triggers every time a Survey Response from the Contact Us form is created in Dataverse.

enCloud9 | Microsoft Dynamics 365 CRM Consultants How to create a Contact Us form using Customer Voice Customer Voice Microsoft Dynamics 365 Microsoft Forms Pro

So with the steps above you can easily create a FREE form that you can add to your Contact Us page for collecting leads. There are a few drawbacks to this method – and I hope Microsoft continues to refine Customer Voice to better integrate these two applications. For example, it is not easy to modify the formatting of the forms to match website appearance. Additionally, each question on the form has a number next to it. It would also be nice to further customize what the prospect sees when the form is submitted.

Additionally, you can modify the Power Automate with more actions – for example, when the Lead record is created, a step should be created to update the Marketing Campaign, perhaps also to create a follow up phone call for the assigned salesperson to contact the prospect. Also I’d recommend an email to the prospect be sent out immediately to acknowledge their filling out your form.

This is a good first step – I am sure that this process can be further refined. Give us your thoughts in the Comments below.

If we can help you with Dynamics 365, Customer Voice, Power Automate, or any other part of the Power Platform, please connect with us – the Contact us form created as part of this blog post is below! We’d love to hear how we can help.

Test it out for yourself:

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