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Setting up a Microsoft Dynamics Thermometer

Create your MS Dynamics Embedded Thermometer

Create a new Embedded Thermometer.

Choose “MS Dynamics” from the i) Embedded Thermometer type drop down box.

Generate your embed code

Click the Generate embed code button. You will see a window popup.

Data fields are auto-populated, but you are able to add other fields as required:

Copy the HTML generated in the box on the right hand side.

Adding feedback buttons to MS Dynamics

In MS Dynamics, go to “Settings” >>”Options” >>  “Email Templates”.

Click “New” to create a new email template (or edit an existing one), it doesn’t matter which type you use.

Paste in the HTML that’s been generated by Customer Thermometer and click “Save”

If you then edit further, you will see the fields have gone yellow. This shows that they are correct and correspond to Microsoft field codes.

Microsoft Dynamics survey

This email template is then available throughout the application and you can send it whenever you like by clicking ‘insert template’ on the appropriate email screen:

Microsoft Dynamics integration survey email template

Your Customer Thermometer and Microsoft Dynamics integration is now ready for use.

Responses and comments will be registered, alongside your customer data from Dynamics within your Customer Thermometer reporting area.

Final steps

Once you’ve embedded your Thermometer into MS Dynamics, you’ll need to finalize your landing pages. You can enable a comment field, add your logo, customize the wording, and lots more!

Simply go to ‘Manage Thermometers‘, and click to edit your Thermometer. Our guide to Creating landing pages will take you through the options…and if you’d like some inspiration, take a look at our top tips for beautiful landing pages.

Don’t forget you can also enable instant email alerts, and set a lockout to prevent the same person responding more than once within a chosen timeframe.

Updated on February 11, 2019

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