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 […]
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 […]
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 […]
Today’s tip comes from Jeff Weresch. Got a tip? Send it to jar@crmtipoftheday.com. Want to have more control over the formatting or spacing of your questions in Dynamics 365 Voice of the Customer? You can use html codes to control how the text will be rendered. For example, we want “Highly Dissatisfied” to appear over […]
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.” […]
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 […]
One of the ways that you can make Voice of the Customer your own is to brand it–change the theme colors and add images. However, the image files are a bit of a mystery–they are not CRM image web resources, and don’t follow the same logic for file sizing. And the available documentation does not […]
You try to install Voice of the Customer, but the installation fails repeatedly. What is going on? You are doing it wrong. Don’t just go to the Dynamics 365 instance picker, click solutions, and then install Voice of the Customer. First go to the Application tab of the instance picker, configure and approve the T&C’s […]
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