*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
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When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely firstname.lastname@example.org 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 actually have these emails go out from your own email address? Let’s look at how to set this up.
The first place to go is your Microsoft 365 Admin center. From there, it’s Settings and then the Org settings area. You should see Dynamics 365 Customer Voice as one of the Services listed. Click on this option.
Now we need to add the domain that our email addresses are linked to. Click on Add domain from the bottom of this screen.
Type in the domain, but without www or https or anything else before it.
Moving on to the next step, you will be provided with three records that must be added to the DNS area of your site. Check with whomever manages your website as they should be pretty well versed in how to add these records. One thing to note. For the CNAME records, depending on where your domain is managed, you might need to add the name part a little differently. Apparently, GoDaddy appends the domain to the end of the entry.
Was actually being recorded as this:
I changed the entries and removed my domain from the name so I have fpeurkey1._domainkey and fpeurkey2._domainkey and it verified immediately. So just keep that in mind, and if you also use GoDaddy, just make that change so that it works and verifies without the headache of waiting and getting errors.
Once the domain is verified, you can now add the email addresses that you want to be able to send survey invitations from. The email account need not be a functioning account to send emails; however, a mailbox must be configured if the account is expected to receive replies. You can then determine the display name to be used, and then indicate WHICH users are allowed to send on behalf of that email via Customer Voice.
Once you’ve got all of that set up, it should look something like this.
Moving on to the last step, you can review the information you’ve provided, and then complete the wizard process.
That’s it! The email addresses have been set up and can now be used in D365 Customer Voice.
In order to use them, navigate to one of your surveys in Customer Voice. Click on the Send tab, then Customisation, and then Distribution Settings.
In the Email section, you should then see the new email addresses you added in the Microsoft 365 admin center for Customer Voice. Select the email you want to use for this specific survey.
We can now see that when we go to send an email from within Customer Voice, it shows the email we selected in the Distribution settings area. This is also the email address that will be used when sending out a survey via Power Automate.
When an email is sent, we can see that the display name we set up in the admin center is used, and we can see the email address present. Using this along with some nice custom HTML email templates makes this a great option for sending out well-branded emails requesting survey feedback from customers.
Check out the latest post:
Setting Default Fallback Values On D365 Marketing Emails
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