MEAPSA

Send Dynamics 365 Customer Voice surveys

Learn about the various methods that Dynamics 365 Customer Voice provides to help you send powerful surveys to capture feedback from customers and employees.

Business User

Functional Consultant

Dynamics 365

Customer Voice

Sales

Module Objectives

In this module, you will:

Learn how to create email templates to send from Dynamics 365 Customer Voice.
Learn how to email surveys directly from Dynamics 365 Customer Voice.
Discover the different methods of sending surveys, including with direct links and QR codes.
Send survey reminders and learn how to interpret the survey distribution report.

Units

Introduction min
Create and personalize email templates min
Translate email templates into other languages min
Email a survey min
Upload CSV files min
Use links and QR codes min
Analyze survey reports min
Exercise - Create an email template min
Check your knowledge min
Summary min

Prerequisites

Completion of the Create customer surveys with Dynamics 365 Customer Voice module