Surveys for Dynamics 365 CRM

Easily create custom surveys and email them to your contact list, then view submitted data in their CRM record. The simple drag-and-drop creation process allows you to create your questions and then insert branding to fit your own personal style. Send surveys via email, or post as a page so they can be completed by anonymous visitors. Automate actions based on certain survey responses, for example, if customer service is rated low then an immediate notification can be sent to the customer service department to ensure a speedy resolve. 

Some features of Surveys for Dynamics 365


Configure Question Types

Choose from various types of survey questions including checkboxes, single-select, rating scales, and lists. 

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Flexible Skip Logic

Skip past questions based on user responses with a configurable skip logic at both the page and question level. 


Style your Survey

Ensure your survey is branded just how you like it, using a WYSIWYG editor and the ability to add graphics and imagery. 



To leverage data in your business more effectively, or learn more about how Surveys for Dynamics 365 can help you achieve more, fill out this form and we’ll be in touch with you shortly.

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