There are currently 292 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, Marketing and of course, Forms Pro.

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D365 Marketing Segments & D365 Customer Voice

One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might … Continue reading D365 Marketing Segments & D365 Customer Voice

Sending D365 Customer Voice Surveys From Your Own Domain

When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely surveys@email.formspro.microsoft.com email address. Your name will be displayed, but still, it doesn’t look that great and could confuse some people. Worse, it could even end up being ignored. Did you know you can change that, and … Continue reading Sending D365 Customer Voice Surveys From Your Own Domain

Managing D365 Customer Voice Alerts Via Microsoft Teams

In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts functionality is great, but perhaps not everyone responsible for helping resolve those Customer Satisfaction issues will have access to Customer Voice. Plus, the person setting up the surveys might not even … Continue reading Managing D365 Customer Voice Alerts Via Microsoft Teams

Creating HTML Email Templates In D365 Customer Voice

You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They are pretty easy to create, but did you know you can use HTML you’ve perhaps created elsewhere and just add that in to create a new custom template? Let’s look at … Continue reading Creating HTML Email Templates In D365 Customer Voice

Adding A Customised Message To The End Of Your D365 Customer Voice Survey

We’ve had the ability to add a custom thank you message to be displayed once a respondent has submitted a survey in Forms Pro, but now in Customer Voice, we can create a customised message that will be displayed instead. We can use variables and responses to specific questions to determine what message will be … Continue reading Adding A Customised Message To The End Of Your D365 Customer Voice Survey

Adding Question Responses To Personalised Data in D365 Customer Voice

I’ve written about importing contacts and variables, and then recording anonymous feedback while still capturing values at the same time. In this post, I’ve covered how you can take question responses, and still capture it in the personalised data tab on a survey response. So in the case of doing an Employee survey with SOME … Continue reading Adding Question Responses To Personalised Data in D365 Customer Voice