Send Surveys To A D365 CE View


A really cool feature in Microsoft Forms Pro is the ability to send out surveys to a view from Dynamics 365 Customer Engagement. So consider an event or webinar you have held, and you want to send out a survey to them asking for feedback, you can simply select the view when you send an email. Let’s take a look! Below is the view we will use.

First lets create our survey. One other cool thing to notice is the suggested questions feature. The survey has a title and a description that use the word event, and ask for feedback. Notice all of the questions that are suggested relating to this. We can simply click on the questions we want, then click the link to ad them.

One of the questions asked was the Net Promoter Score. Clicking to add a new question after that displays another suggested question. This is a really useful feature!

In the email template we can add in the First or Last name fields from the Personalise menu.

Finally, we can use the To field and start typing in the name of our View. It will give you System or Personal Views as suggestions. We can then send out the email with a copy going to each person that meets the search criteria of the View selected.

Want to just watch how to do this? Check out the video below:

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