Gen 2 questionnaires for external users

Modernized Questionnaire Player
Installing Getting started Power Apps Power Pages External users

Warning

This page describes a function that has not yet been publicly released, or has been released in beta / preview quality. Subject to change.

Gen 2 questionnaires can now be used by anonymous external users.

Dataverse user generates a link with a questionnaire to fill out.
Deliver the link to your audience. Use email, instant messaging apps, or embed the link on a website...
Recipient fills out the form (no login needed).
Collected data is saved to Dataverse.

Use cases

An end customer receives an email or SMS with a link to a feedback form about a product or marketing campaign. OR a citizen receives a public survey link via email or SMS from a municipal office or public authority. They fill out the form anonymously, and the data is sent directly to the organization's Dataverse.

A citizen finds a form on a utility company's website to report an incident or issue (e.g., gas leak, power outage). They fill out the form, and the data is sent to Dataverse for the utility to review.

Install a new solution with a PCF component and add it to a form.

Add the component to a form.

Edit the form of a table from which you want to generate questionnaire links.
Add the new component to the form.
As Questionnaire ID, enter the GUID of the questionnaire. If empty, a searchable list is shown.
As Filter Options, enter an OData filter string to narrow down the questionnaire list.
As Share Flow URL, enter the Power Automate endpoint for sending the link by email.
Use Show URL, QR Code, and Embed Code to select which sharing formats you want to see.

Note	If you add the component to a Questionnaire / Questionnaire Answer form, the questionnaire ID is automatically selected. Regarding is not used. If you add it to a different table form, users select which questionnaire to share. Current record is automatically used as the Regarding field.

Register to Resco external users proxy.

Go to a TBD Resco web
Log in.
Register a Dataverse environment from which you want to send out links and receive completed forms.

TBD

Go to the form with the questionnaire share component.
Select which questionnaire you want to share.
Select link details, such as the expiration date, maximum number of uses, and the regarding record.
Distribute the link to the recipients.