Categories
Dynamics 365 Forms Pro

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.

Categories
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.

Categories
Dynamics 365 Forms Pro

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.