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 #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 […]

Tip #1035: HTML codes in Voice of the Customer

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 […]

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 #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 #953: If Voice of the Customer installation fails

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 […]