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You're reading from  Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

Product typeBook
Published inDec 2022
PublisherPackt
ISBN-139781803234601
Edition1st Edition
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Malin Martnes
Malin Martnes
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Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.
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Sending surveys

There are several different ways that you can send the survey to your customers. As you can see in Figure 9.35, you can have people answer through automation (Power Automate), email, an embedded code, a link, or a QR code:

Figure 9.35 – Sending a survey

Before we see how to send the surveys, let’s go through the distribution settings.

Distribution settings

When you click on the Send tab, other options appear on the right-hand side under Customization. Here, you can edit the Distribution settings, as shown in Figure 9.36. You can set options for Participants, Responses, Availability, Email, and Notifications:

Figure 9.36 – Distribution settings

Under Participants, you get a set of options, as shown in Figure 9.37:

Figure 9.37 – Participants options

You have options for the following:

  • Whether internal or external people can respond.
  • ...
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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant
Published in: Dec 2022Publisher: PacktISBN-13: 9781803234601

Author (1)

author image
Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.
Read more about Malin Martnes