Custom D365 Customer Voice Survey Links Using Variables

There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way is to just share a direct link to your survey. Typically this makes it a completely anonymous survey with no personalisation at all. However, we can use variables from the survey … Continue reading Custom D365 Customer Voice Survey Links Using Variables

Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice

We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means we can still send out surveys with related data being displayed for the respondent, and do so without using Microsoft Power Automate. Prior to sending out the survey, we can also … Continue reading Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice

Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice

If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or … Continue reading Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice

Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)

Survey variables can be used in a Forms Pro survey to personalise forms, but also to pass information back and forth from the invitation to the response. When using these variables, they can be seen in a field named ‘Context Data’ in a survey response. If you have a license for Power Apps and can … Continue reading Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)

Event Registrations & Real-time Marketing Journeys

Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area … Continue reading Event Registrations & Real-time Marketing Journeys

Create An Email Notification For Each D365 Marketing Form Submitted

One of the common requests for processes when a submission from a D365 Marketing Form is received is an email notification. Strangely this isn’t something that exists out of the box, but we can create a process using Power Automate to do this. In this post, I will walk through an example of a flow … Continue reading Create An Email Notification For Each D365 Marketing Form Submitted