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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

You're reading from   Becoming a Microsoft Dynamics 365 Marketing Functional Consultant Learn to deliver enterprise marketing solutions and insights to exponentially grow your business

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Product type Paperback
Published in Dec 2022
Publisher Packt
ISBN-13 9781803234601
Length 374 pages
Edition 1st Edition
Concepts
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Author (1):
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Malin Martnes Malin Martnes
Author Profile Icon Malin Martnes
Malin Martnes
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Table of Contents (17) Chapters Close

Preface 1. Part 1 –The Foundation of Dynamics 365 Marketing
2. Chapter 1: The Basic Configuration of Dynamics 365 Marketing FREE CHAPTER 3. Chapter 2: Managing Leads, Accounts, and Contacts 4. Chapter 3: What Are Segments and Lists? 5. Part 2 –Core Features of Dynamics 365 Marketing
6. Chapter 4: Managing Marketing Forms, Pages, and Websites 7. Chapter 5: Creating Marketing Emails 8. Chapter 6: Outbound Customer Journeys 9. Chapter 7: Real-Time Marketing Journeys 10. Chapter 8: Managing Events 11. Part 3 –The Microsoft Ecosystem Adding Value
12. Chapter 9: Dynamics 365 Customer Voice 13. Chapter 10: Power Platform 14. Assessments 15. Index 16. Other Books You May Enjoy

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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