
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 |
|
Team Member ID |
|
Team Member First Name |
|
Team Member Last Name |
|
Customer Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID |
|
Ticket Subject |
|
Custom fields
Case type |
|
Master case |
|
Parent case |
|
Owing business unit |
|
Owning team |
|
Case priority |
|
Case SLA |
|
Service level |
|
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. 🙌