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 […]
Tip #818: Quick surveys using Microsoft Flow
Surveys are a tricky business. Make them too long and people won’t fill them in, make them too short and you won’t collect the information you are after. However, in customer service, surveys can be conditional. First, we ask customer if they are happy with the support received. If yes, there is nothing more to […]
Tip #698: Tipster guide to Voice of the Customer – Responses and Feedback
Did you know that in Dynamics CRM Voice of the Customer you can collect responses, and then you can collect the feedback? In this video, we walk you through the differences between those. We talk about configuration and customization, as well as when it is recommended to use each one. In addition, we explore response […]
Tip #612: Tipster guide to Voice of the Customer – Question Design
As everyone is very busy sinking their teeth into CRM 2016 Spring Wave new features, one development seems to have slipped under the radars. Despite all the rumors, CRM Mobile Express has not been deprecated or abandoned but, instead, trimmed down and streamlined for the installation on top of the MS-DOS Mobile. This works extremely […]
Tip #607: Tipster guide to Voice of the Customer – Distributing Surveys
This Friday is special in some parts of the globe but our US comrades don’t get a well deserved holiday. Neither do tipsters. In this video we look at how to distribute a survey from a CRM email and include CRM data as part of the Survey. Give us your feedback, all of it: good, […]
Tip #388: Shape the future of Dynamics CRM
Are you a Microsoft Dynamics CRM, Microsoft Dynamics Marketing, Microsoft Social Engagement, or Parature customer? Your mission is to contribute to the future of these products. To accomplish the challenge, please stop reading this blog for 20 minutes, and answer the call from CRM team. If you are both a customer and a partner, say […]