Once logged in to Customer Thermometer head to Thermometers > Add new Thermometer > Helpdesk > Select Microsoft Dynamics
This will then open up your Thermometer Builder where you can create your survey and thank you pages.
This section of the builder is where you can choose the design of your survey including naming your Thermometer, adding your question and selecting your survey icons or uploading your own bespoke icons. The below video will demo all the customization which can be achieved in this section.
Connect your survey
In order for identifiable data about your recipients and senders to display within your reporting area, you first need to capture it. This would be done at the point that the email is sent, by including merge fields/variables from Microsoft Dynamics within the Thermometer code.
The most common Microsoft Dynamics variables are shown below for you, however, you can add more if you wish.
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.
Please also note that MS Dynamics have a library of different variables available, therefore, please be sure to double-check you are using the right variables for your set-up and the recipients you are contacting.
These variables will capture the corresponding pieces of identifiable data from Microsoft Dynamics and present them alongside the recipient's feedback rating within your reporting.
Thank you page
It’s time to get those Thank you pages looking beautiful!
See below for a step by step walkthrough:
Embedding your survey into MS Dynamics
Once you've finished designing your Thermometer, the 'Give me my Thermometer' section will provide you with your finished survey to embed into MS Dynamics. Click the 'Copy to clipboard' button to copy your survey HTML to embed into 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.