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Dynamics 365 Forms Pro

Customer survey sent after purchase part 2/3: Create an email template

Task: Automatically send customer survey after an opportunity is won
Difficulty: Medium
Time to implement: 1-2 hours

Content

  1. Creating the survey
  2. Configuring the email template
  3. Integration

In this article we will continue working in Forms Pro and build an email template with dynamic content from Dynamics 365.

Create an email template

If the survey you created in the previous post is not open, start by opening the survey in Forms Pro. Once its open, click Send button in the top right corner. This will open a menu with various sharing options.

The main difference between Microsoft Forms and Forms Pro is the abundance of options available to share a survey. In our case, Power Automate is going to do all the work for us. Luckily for us Forms Pro has a predefined integration with Power Automate.

  1. Click the Power Automate tab. An email template editor opens up with a predefined template (Default Template). We are going to change this one.
  2. We can make our customer’s life a little easier by embedding the first question to the email body. Click ‘Embed first question’ button to do this.
  3. Add a greeting and make it personal with Variables. Click the Variables drop down and choose first name.
  4. You can also include the survey link by clicking on ‘Survey link’ on the Insert drop down.
  5. When you are satisfied with the look of your template click ‘Save as’ button and give your template a name.
Create a template for Power Automate flow

You can also watch how this is done by checking out the video below:

In the next and last post in this series, I’ll show you how a Microsoft Power Automate flow is configured for automatically sending out emails to customers upon Opportunity closure in Dynamics 365 Customer Engagement.

By Illugi Hjaltalín

Consultant and blogger. Always on the look out for smarter ways to perform work related tasks leveraging digital technologies.

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