Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Front email notifications templates.

In this article:


Create your survey

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.

Select Microsoft Dynamics 365 in the pop-up box.

Click the Generate Embed Code button. Make sure you're on the Visual option. Then, click Copy survey.


Microsoft Dynamics 365 email placeholders

These are automatically included when you generate a Microsoft Dynamics 365 survey embed code, but here they are just in case. 😉

Team Member Email

{!User.Primary Email;}

Team Member ID

{!User.Unique user identity id;}

Team Member First Name

{!User.First Name;}

Team Member Last Name

{!Case:Email Address;}

Customer Email

{!Case:Email Address;}

Customer ID

{!Contact:Master ID;}

Customer First Name

{!Contact:First Name;}

Customer Last Name

{!Contact:Last Name;}

Company Name

{!Case:Account;}

Ticket ID

{!Case:Number;}

Ticket Subject

{!Case:Subject;}

Custom fields

Case type

{!Case: Case Type;}

Master case

{!Case: Master Case;}

Parent case

{!Case:Parent Case;}

Owing business unit

{!Case:Owning Business Unit;}

Owning team

{!Case:Owning team;}

Case priority

{!Case:Priority;}

Case SLA

{!Case:SLA;}

Service level

{!Case:Service Level;}

Service stage

{!Case:Service Stage;}


Add your survey to Microsoft Dynamics CRM

Head over to your Microsoft Dynamics 365 account, and navigate to Setting (⚙) > Personalization Settings.

Select the template that you want to use or create a new one.

Paste the survey code that you've copied from your Simplesat account. Click Save.

Try it out!

Create a test ticket with yourself as the requester. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊

If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌

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