To integrate with Dynamics CRM, follow the steps to create a Generic Embed survey, then entered the placeholders below in the Embed Code section:

  • Team Member Email - {!incident : ownerid/@name;}@yourcompany.com 
  • Team Member ID - NA 
  • Team Member First Name - {!incident : ownerid/@name;} 
  • Team Member Last Name - NA
  • Customer Email - {!incident: primarycontactid/@name;}@example.com 
  • Customer ID - {!account : accountnumber;} 
  • Customer First Name - {!incident: primarycontactid/@name;} 
  • Customer Last Name - NA
  • Company Name - {!account : name;} 
  • Ticket ID - {!incident : ticketnumber;} 
  • Ticket Subject - {!incident : title;} 
Did this answer your question?