SOLUTIONS:
Approval Add-On Overview
With 3P Solutions Survey AddOn, customer can easily create survey template and then have customer invited for the survey via email. Leveraging on Microsoft CRM workflows, customer can be emailed with a survey URL link. By clicking on the link, the customer will be brought to the online survey to fill in. And when the customer completes the survey, the survey response is automatically tracked into the System. This provides customer the 360 degree view of past interactions (including survey) of a customer.
Some of the key features include:
 Multiple surveys templates can be easily created.Specify the target audience for each survey template.Ability to change properties of in-progress Approvals such as changing an approver.User can configure different type of questions such as choice, rating, single line and multiple lines of text.Can define whether a response for each question is compulsory.Define the validity period of the survey.Survey response by client is tracked into the System.Different survey can be initiated based on certain business rules through Microsoft Dynamics CRM Workflow Manager.Summary report for survey results.Survey pages can be accessed by common browsers such as Microsoft Internet Explorer, Google Chrome, Mozilla Firefox, etc.
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