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