Warning: This user guide is for our legacy user interface.
Create a new Embedded Thermometer.
Choose “MS Dynamics” from the Embedded Thermometer type drop-down box.
Generate your embed code
Click the Generate embed code button. You will see a window popup.
To capture identifiable data about the recipient and sender etc we use Microsoft Dynamic’s variables within the survey code. Enter your Microsoft Dynamic variables as shown below within the red rectangle. These variables will provide identifiable feedback and dictate which data is captured alongside Customer Thermometer rating. You can add more variables if you wish, click ‘Add more fields’.
Please note, some of the MS Dynamic variables such as email and first and last name will only pull through the recipient's data if a contact has been created. If the recipient does not link to an existing contact within MS Dynamics then the data will fail to pull into Customer Thermometer.
Then click the pink 'Generate HTML' button and copy your HTML code.
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.
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:
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.
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.