![\"Microsoft](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Microsoft-Power-Pages-using-Copilot-Studio.png\")
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Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved.<\/p>\n
In this blog post, we\u2019ll walk you through how to configure and activate the Post-Case Resolution Survey (Preview) feature using Copilot Admin Center and Power Automate.<\/p>\n
Note: Please note that Post-Case Resolution Survey is a preview feature.<\/p>\n
To get started, follow these steps:<\/p>\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\n
Before the feature is activated, a pop-up titled “Enable survey invite flow” will appear. This message outlines that a Power Automate cloud flow, titled Send a Microsoft Copilot Studio bot survey when a case is resolved in D365, needs to be enabled to trigger the survey dispatch.<\/p>\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/2Dynamics-365-with-Copilot-and-Power-Automate.png\")
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Click Turn on, and the system will redirect you to the Power Automate interface to enable the flow.<\/p>\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/3Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\n
Tip: <\/em><\/strong>If you don\u2019t see the flow under \u201cMy Flows,\u201d it could be assigned to the System. In this case, navigate to:<\/em><\/p>\n Power Apps \u2192 Solutions \u2192 Default Solution \u2192 Cloud Flows<\/em>,<\/em> and manually activate the flow from there.<\/em><\/p>\n Once enabled, this flow will ensure surveys are sent automatically when a case is resolved.<\/p>\n After enabling the automation flow, return to the Post case resolution survey (Preview) setup page and enable the toggle to proceed with the following steps:<\/p>\n Choose a published survey from Microsoft Copilot Studio. Only surveys that are active and published will appear in the selection dropdown.<\/p>\n Don\u2019t have a survey yet?<\/em><\/p>\n Click Add survey. <\/em><\/p>\n This will redirect you to the Customer Feedback (Preview) section under Customer Experience in Customer Settings<\/em><\/p>\n Create a survey \u2013 Microsoft Docs<\/em><\/p>\n Dynamics 365 includes a default email template for sending survey links. However, you can create a custom one to better match your brand voice and tone.<\/p>\n To customize<\/strong>:<\/p>\n Once everything is configured:<\/p>\n Once configured:<\/p>\n No manual steps, no delays \u2014 just instant, automated feedback collection.<\/p>\n For service managers, support teams, and CRM admins, this preview feature brings measurable impact:<\/p>\n When paired with Copilot Studio, it\u2019s not just automation \u2014 it\u2019s intelligent feedback management.<\/p>\n Can I customize the survey that\u2019s sent to customers?<\/p>\n A:<\/strong> Absolutely. You can design custom surveys using Microsoft Copilot Studio, either from a template or from scratch.<\/p>\n Is Power Automate mandatory for this feature?<\/p>\n A:<\/strong> Yes. The automation flow in Power Automate is what triggers the survey email when a case is resolved.<\/p>\n Is this feature available for all users?<\/p>\n A:<\/strong> Currently, it\u2019s in Preview, meaning it\u2019s available for early access and testing in supported environments.<\/p>\n Where can I find customer responses?<\/p>\n A:<\/strong> All survey responses can be tracked and analyzed in Copilot Studio\u2019s analytics dashboard.<\/p>\n The Post-Case Resolution Survey (Preview) feature in Dynamics 365 CRM is a game-changer for modern support teams. If you\u2019re using Dynamics 365 for customer service, this is the perfect time to explore the preview feature and start automating your feedback loop.<\/p>\n \u201cBecause great service doesn\u2019t end with a closed case \u2014 it begins with listening.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":" Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we\u2019ll walk you through\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2746,1985,2361],"tags":[3247],"class_list":["post-42614","post","type-post","status-publish","format-standard","hentry","category-copilot","category-power-automate","category-technical","tag-dynamics-365-with-copilot-and-power-automate"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=42614"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42614\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=42614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=42614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=42614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/4Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\nStep 2: Configure Your Survey Settings<\/strong><\/h2>\n
Select a Survey<\/strong><\/h3>\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/5Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\n\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/6Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/em><\/p>\n\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/7Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\nChoose an Email Template<\/strong><\/h3>\n
\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/8Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\n\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/9Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\nWhat Happens After a Case is Resolved<\/strong><\/h2>\n
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/10Dynamics-365-with-Copilot-and-Power-Automate.png\")
<\/p>\nWhat Happens Next?<\/strong><\/h2>\n
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Why This Matters for CRM Professionals<\/strong><\/h2>\n
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FAQs About Post-Case Resolution Surveys in Dynamics 365<\/strong><\/h2>\n
Conclusion<\/strong><\/h1>\n
\nIt eliminates manual effort, ensures timely customer engagement, and helps businesses act on data-driven insights faster.<\/p>\n