Can I use Voice of the Customer surveys to keep client contact data up to date in CRM Yes you can, with the help of a workflow. Let’s say you send a survey to clients and want them to let you know if their address or phone number have changed. You could create a survey […]
Dynamics 365 Voice of the Customer lets you copy a snippet to embed in a CRM email template to invite customers to take your survey. But if you hit the (…) button, you will see three additional snippet options: Face Snippet NPS Snippet Rating Snippet This allows you to actually embed a question in the […]
Consider this scenario: you are conducting 4 different surveys, each of a different industry. But you want to be able to report on Net Promoter Score across all industries. What are the options to optimally group and report the the NPS responses across all four surveys? On the question record, there is a field called “reporting text.” […]
Tip of the day reader Christian Schulte shares the following tip about tracking emails flagged “confidential” with Dynamics 365 for Outlook (the “Outlook client”). Let’s say you get a mail with a confidential-flag with sensitivity level set. It is not important which sensitivity-level it is (private, personal, confidential). If you decide to track this mail, […]
Following the word “insights,” the most overused word in Dynamics 365 is “app.” App is used in multiple contexts, and can create confusion when discussing Dynamics 365. I find it helpful to use the following terminology to add clarity when discussing Dynamics 365 apps. Mobile app: The official Dynamics 365 mobile app, available for iOS, […]
With the deprecation of the Outlook Client, some users are wondering about dynamic spreadsheets. If you are moving to the cloud or have IFD on premises, you need to run Dynamics 365 for Outlook (the Outlook client, not the new app) to use dynamic spreadsheets. I’ve had this conversation with multiple clients, and while they […]
Please be careful when disabling System Administrators in Dynamics 365. They are likely to own things, such as workflows. Before disabling System Admin accounts, check to see if there are any organization scope workflows that they own. If there are, reassign the workflows to another System Admin user account. If you don’t, these processes won’t […]
In Dynamics 365 v. 9, Microsoft is releasing a whole new interface called the Unified User Interface (UUI). This doesn’t mean that the Dynamics 365 Enterprise interface is going away yet, but it does mean that for certain types of users and applications, the interface is changing. Other bloggers have done a better job than […]
Voice of the Customer is a great solution for customer surveys, offering a wide variety of survey question types. But before you deploy it, it is important to understand the limitations and validate that the way you are going to use it fits the tool. Licensing: Full Voice of the Customer capabilities are licensed with Dynamics […]
Now that the Outlook client is deprecated, it is important to be aware of how the automatic tracking options work with the new world of Outlook App + Server-Side Synchronization. If you have your personal options set to track email messages in response to tracked emails in Dynamics 365, when a user tracks and sends […]
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