Builds and sends surveys from Microsoft Dynamics CRM, with responses recorded against Account, Contact, and Lead records.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
PowerSurveyPlus — screenshot from the Microsoft Marketplace listing

What it does

PowerSurveyPlus lets Microsoft Dynamics CRM users create surveys within CRM and send them to Account, Contact, and Lead records. Surveys can contain multiple pages and conditional sections based on earlier responses. Completed surveys create a survey activity in CRM with the respondent's answers. The add-in also supports anonymous surveys, phone surveys, automated survey sending, and reporting on individual responses.

Key capabilities

from the Microsoft Marketplace listing

HTML survey designer

The survey designer supports HTML and drag-and-drop editing.

Multiple-page surveys

Surveys can contain multiple pages.

Conditional sections

Expression logic can show or hide sections based on a previous response.

CRM survey activities

Completed surveys are recorded as activities on the respondent's corresponding CRM record with the submitted answers.

Anonymous surveys

The add-in supports conducting surveys anonymously.

Phone survey recording

Responses from phone surveys can be recorded under the relevant record.

Automated sending

Automated processes can be configured to trigger survey sending.

Individual response reporting

The add-in supports reporting on individual responses.

Use cases

  • A CRM user can send a survey directly to an Account, Contact, or Lead record.
  • A phone survey response can be entered during a call and stored under the related record.

Who it's for

Microsoft Dynamics CRM users.

In the catalog

480 plugins in Microsoft Dynamics CRM · Sales

Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft Dynamics CRM
Deployment
Cloud
Pricing
Paid

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What the vendor says

«With PowerObjects' surveying solution, Microsoft Dynamics CRM users can easily build robust surveys right from within their CRM system and send them directly to their Account, Contact, and Lead records. Once a survey recipient has filled out the survey, PowerSurveyPlus creates a survey activity in CRM regarding the …»

Official marketplace listing

Publisher
PowerObjects An HCL Company
Updated on marketplace
Facts verified

Tags

surveypowerobjectsdynamicspowersurveyplus