Stirna Consulting

Tag: Forms Pro

  • Customer survey sent after purchase part 3/3: Configure a flow

    Customer survey sent after purchase part 3/3: Configure a flow

    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. Configure a flow

    In this article we will conclude this blog series by configuring a flow for our survey in Power Automate.

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

    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.

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  • Customer survey sent after purchase part 1/3: Create the survey

    Customer survey sent after purchase part 1/3: Create the survey

    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 three-part blog series we’ll be looking at a scenario which I have implemented for a client where a car dealership selling a new car sends a survey post-purchase to a customer and asks about his experience with the purchase and how likely he will recommend the company to his friends.

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