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How to send an on-demand Customer Voice surveys from Microsoft Dynamics 365

How to easily send a Microsoft Dynamics 365 Customer Voice survey from any Dynamics 365 application, allowing you to collect personalized feedback from your customer records. Go to https://appsource.microsoft.com/en-gb/product/dynamics-365/msfp.customervoicedistribution?tab=Overview After completing the installation, the Send Survey command appears on Tables like: You can send a survey from the following entities: Contact Opportunity Lead Account Case […]

Unable to see the Advanced Settings (Under Marketing Settings) in Dynamics 365 Marketing Trial and Subscribed version?

If you happen not to see it, you might have been referring to the old interface, pictured here below:   See documentation below: https://docs.microsoft.com/en-us/dynamics365/marketing/open-advanced-settings#work-with-advanced-settings   Now “Advanced Settings” has been renamed to “Settings” in the Marketing App   The UI has now been changed to the new. This also applies to both trial and subscribed version of […]