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
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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
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
In a previous post, I covered the filters in Microsoft Clarity. You have a ton of them that can be used to filter the data when reviewing the Dashboard, Recordings and the Heatmaps. There is also a set of Advanced Filters which can be used on the Dashboard and the Recordings (not on the Heatmaps … Continue reading Using Advanced Filters In Microsoft Clarity
In a previous post, I walked through how to add multiple languages to a survey in Dynamics 365 Customer Voice. Your surveys can then be embedded on a website, providing the ability for them to be responded to from a web page. Simply embedding them using the code provided in D365 Customer Voice will make … Continue reading Set Language For D365 Customer Voice Survey Embedded On Website
I’ve seen quite a few questions about being able to create or update records in Dynamics 365 from new appointments via Microsoft Bookings. I wanted to see if it was possible so started digging a little bit more. It’s not pretty and for me there are still some flaws, but I’ve put together a way … Continue reading Create Or Update A D365 Appointment From A Microsoft Bookings Event
There are many ways you can manage your appointments within Microsoft Bookings. You can use the mobile app, use Microsoft Teams, or simply log in to Microsoft Bookings directly. How about getting an email each morning with a list of all your bookings? It’s not possible from Bookings itself, but with a bit of investigating … Continue reading Email Daily Summary Of Bookings Using Power Automate
In Part 21 we looked at using Google Tag Manager to track Events in Google Analytics. We used the example of tracking any outbound link on our website that was clicked on. Using ‘The UP Podcast‘ website as an example, let’s look at how we can track specific clicked links and display them with a … Continue reading Part 22 – Using Lookup Tables In Google Tag Manager To Analyse Data
In the Behaviour section in Google Analytics is an area for Events. Events are user interactions with content that can be measured independently from a web-page or a screen load. Downloads, link clicks, form submissions, and video plays are all examples of actions you might want to analyse as Events. Using Google Tag Manager, we can … Continue reading Part 21 – Using Google Tag Manager To Track Events
Google Analytics has been around since 2005. Google Tag Manager was introduced in 2012. It provides webmasters and marketers with a way to quickly add, replace and modify code snippets in one place without needing access to the website code each time. So, we need to add the code for Google Analytics to track site … Continue reading Part 6 – Using Google Tag Manager To Combine Your Tracking Code In One