Tip #1093: Link Voice of the Customer survey responses to other entities

Survey

A common request I have heard from multiple clients is can I link survey responses to records besides customer (account, contact, lead) entities? I want to survey my clients about a service call, and if I send them a survey, how do I know which case they are responding to? Sure you could do some kind […]

Tip #1088: Errors importing marketing list entity in Dynamics 365 v9

Export service

If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]

Tip #1085: Using Voice of the Customer to survey users

Several people have recently asked me if they could use VOC to send surveys to application users. The answer to that question is “yes, sort of.” When you send a non-anonymous survey invitation, you copy an HTML snippet to a Dynamics 365 email template, and when the system generates the email, it replaces the snippet with […]

Tip #1057: Voice of the Customer says “Don’t change your URL”

Jerry Weinstock found out the hard way that if you change your Dynamics 365 instance URL after you install Voice of the Customer, survey responses will not synchronize with Dynamics 365. Survey responses will still be captured in Azure, but they will not appear in Dynamics 365. If you want to change your URL, do […]