This morning I got a notification that an order had been shipped, and it had a link to a survey.  Which made me think – how hard is this to do in Dynamics 365?

I don’t know if many of you have played much with Forms Pro, but it is even better than Forms.  I created a new survey, and just from the title of the survey, it pretty much built the entire set of satisfaction questions for me through the suggestions.

On the sales order, we are tracking the shipment, and when the product is shipped, the status is changed to Delivered.

So I attached an alert to the Status field to fire off a Business Event every time the order status is changed:

This lets me then use Flow to send out the survey to the customer email address that is registered on the order.

Just like a well oiled machine, within a couple of seconds of shipping the order through the F&O back office I got an email with a link to the survey:

I was able to fill out the survey:

And I was starting to get analytics from the Survey within Forms Pro:

How cool is that?  (Rhetorical question – this is cool as heck!)

Dynamics + Office rocks!

Scheduling meetings is a chore because you have to look at your calendar, select some times that are open, then create a meeting invite for one, or more meeting times to all of the attendees, then you have to track what time everyone wants to meet, rearrange schedules, re-send out meeting invites, remember to delete tentative meeting invites, and then hope that you got all of the responses from the people before you can have your meeting.

What a pain in the butt, and what a time suck.

Great news. There is a new Cortana service called that is available that allows you to get Cortana to do all of that work for you, find time that works in your calendar and then negotiates the time for you with all of the people that you want to meet with. And you can do that just by including Cortana in an email thread.

In this overview we will show you how to sign up for the Preview service and test it out.

Warning: This may make you never want to manually schedule a meeting ever again.

Topics Covered

  • Signing up for Cortana Calendar Help
  • Using Cortana Calendar Help to Schedule Meetings

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