Send from a familiar address
Use a connected Microsoft 365 email address for manual and automated customer correspondence.
Microsoft 365
Outlook email and calendar, connected to your surveying workflow.
Email communications
Use Microsoft 365 while keeping customer conversations connected
Microsoft 365 brings together Outlook email, calendar, contacts and productivity tools for businesses working across desktop, web and mobile devices.
When Outlook email within Microsoft 365 is connected with Survey Booker, firms can use a familiar sending address while bringing customer correspondence into the wider job workflow.
Manual and automated emails can be sent through connected email accounts, while sent messages and replies remain available alongside the relevant customer and job history.
Explore Survey Booker communications →
What connecting Microsoft 365 supports
Bring everyday email into a more organised, visible and dependable communications process.
Retain customer replies
Keep incoming replies accessible within the relevant communication history.
Clearer job context
Review what was sent, received and agreed without searching separate inboxes.
Automated updates
Use Survey Booker templates and workflow triggers for timely, consistent messages.
Team visibility
Help authorised colleagues understand the customer conversation when work is shared.
Communication record
Maintain a more dependable history to support service, handovers and compliance.
Microsoft 365 × Survey Booker
From customer update to connected job history
Survey Booker brings the communication into the same structured process used to manage the wider instruction.
1
Connect the account
Link the appropriate Microsoft 365 email address using the supported setup process.
2
Prepare the message
Use a template, automated workflow or personally written email.
3
Send and receive
Correspond through the connected address while customers use normal email.
4
Keep the history
Retain messages and replies with the relevant record for future reference.
Consistent without losing the personal touch
Automate the routine. Personalise what matters.
Survey Booker can help firms issue useful updates at key stages of a job, while team members can still write personal messages when a conversation needs care, explanation or professional judgement.
✓Reusable branded email templates
✓Workflow-triggered customer updates
✓Manual messages for individual conversations
✓Replies retained with the customer history
A clearer handover for the whole team
When correspondence is connected to the job, colleagues can respond with context and customers are less likely to repeat information when their usual contact is unavailable.
When correspondence is connected to the job, colleagues can respond with context and customers are less likely to repeat information when their usual contact is unavailable.
Bring your email into one connected workflow
See how Microsoft 365 and Survey Booker can help your practice keep customer correspondence organised, visible and linked to the job.
