How to send a embedded survey in Outlook

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Posted on 27 Jun 2023 19:14:06 by Sheela1

Hi,

once the task gets completed in planner, I have to send an email in Outlook to the customer stating that the task has been completed and along with the message I have to send an embedded survey and collect the survey results and store it in a SharePoint list. other than Microsoft Forms what are the options available to send an embedded survey through Outlook email using Power automate work flow.

I am having Office 365 E3 license. any help would be really great. Thanks.

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VictorIvanidze 12,224 on 30 Jun 2023 at 12:12:15

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Re: How to send a embedded survey in Outlook

If your survey is not complex, you can try to use this flow as a base:
https://www.ivasoft.com/sendemailwithnativeapproverejectbuttonsflow.shtml
Sheela1 88 on 30 Jun 2023 at 12:10:54

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Re: How to send a embedded survey in Outlook

Hi @annajhaveri , thanks for your reply. Since through Microsoft forms we can send link not the embedded survey inside email, I have looked for other options. I will try custom forms. Thank you so much
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annajhaveri 8,531 Most Valuable Professional on 30 Jun 2023 at 11:50:06

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Re: How to send a embedded survey in Outlook

@Sheela1 i think the other option for surveys in M365 is Customer voice but that is included in D365 license or a separate license for it. If you want to do it within E3 license then Microsoft forms is the ideal solution, otherwise you can do custom forms deployed in Azure