Tip #989: Cross-survey reporting with Dynamics 365 Voice of the Customer

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 #988: Tracking confidential emails

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, […]

Tip #984: App confusion

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, […]

Tip #978: Limitations in Voice of the Customer

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 […]

Tip #976: Dynamics 365 Outlook App conversation tracking

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 […]

Tip #975: What is “user activity tracking” in Gamification

One of the new KPI’s introduced in the May 2017 update for Dynamics 365 Gamification is “user activity tracking.” According to the documentation, this KPI ” award(s) points based on a user’s activity in Dynamics 365.” This “circular definition” is not extremely helpful, as it doesn’t define the types of user activity that give users points in […]

Tip #974: Attachments vs. Documents

We have posted here about attachments, and we’ve posted about documents, and whether you should extract your attachments to Azure or SharePoint. But in these discussions, users can get confused, so in this post, I’m hoping to add some clarity to this topic. In my opinion, attachments and document management are two different use cases. […]