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How to embed a customer voice survey link within an email trigered from customer Service

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Hi,

I want to embed a customer voice survey link within an email trigerred from D365 Customer service. Also want to store the survey response back to my dataverse along with customer information. Is it posible?

Thanks

  • Sameer Syed Profile Picture
    Sameer Syed on at
    RE: How to embed a customer voice survey link within an email trigered from customer Service

    You're Welcome , and said earlier you can simply click on the case resolution survey option over left side 

    pastedimage1665584017999v1.png

    click on Respondents towards right side 

    pastedimage1665584054445v2.png

    Double click the name you see, in this case it is mine

    pastedimage1665584083520v3.png

    on the next page click on personalized data 

    pastedimage1665584141998v4.png

    You will also get email id of the respondents, I have masked it however.

    Thanks

    Please mark verified if this helps.

  • Talent Profile Picture
    Talent on at
    RE: How to embed a customer voice survey link within an email trigered from customer Service

    Thanks a lot Sameer. It would be sent from customer services application. If we use "Send survey" button then would it also capture for which customer I am trying to send it ? Basically in customer services I want to trigger an email to customer and send the survey along with it. When customer will fill in the survey and submit, I also want to capture the customer details in my survey response.

  • Sameer Syed Profile Picture
    Sameer Syed on at
    RE: How to embed a customer voice survey link within an email trigered from customer Service

    If its going to be cases then follow the below steps :

    pastedimage1665503709295v1.png

    Click on New Survey if you dont have one added : 

    pastedimage1665503778093v2.png

    Click on New Project : 

    pastedimage1665503823655v3.png

    Select the Template you want to : 

    pastedimage1665503853851v4.png

    In this case I will select Support : 

    Select the Environment and click on Create , 

    Post that you land on this page : 

    pastedimage1665503939598v5.png

    Click on Send : 

    and select Automation : 

    pastedimage1665503974242v6.png

    And Select the suitable automation : 

    pastedimage1665504006217v7.png

    In this case I will be selecting send the survey once the case is resolved in CRM 

    pastedimage1665504054581v8.png

    from the above image click on the Dataverse connection and Dynamics 365 Customer Voice connection and login via your admin creds.

    Well, 

    Now its done 

    pastedimage1665504205147v9.png

    You can find your responses and details in the action menu left side : 

    pastedimage1665504239208v10.png

    Thanks!

    Please mark verified if this helps.

  • Sameer Syed Profile Picture
    Sameer Syed on at
    RE: How to embed a customer voice survey link within an email trigered from customer Service

    Hi ,

    Yes this is possible, but wanted to know from which application you want to trigger the survey? will it be from case or just a general survey from customer voice.

    Thanks!

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