Considerations when deploying Customer Voice in the Enterprise

This article discusses some important considerations that need to be taken into account while deploying Customer Voice in an enterprise setting. Customer Voice is an enterprise feedback management app that is not customizable as other apps of Dynamics 365.

One of the key factors to be mindful about is the data storage. Different departments globally could be using the app, and security measures need to be taken to ensure that the data collected from the customers remains safe and confidential. The app stores the data in two data stores, the Customer Voice app and Dataverse environments. The locations of where the data is stored vary based on customer regions.

Another important consideration is the need for both Customer Voice and Customer Service to be present in the same tenant to ensure smooth functionality.

Further, the article points out that users need to have Project Owner security roles to have necessary access to create and send surveys through customer voice. It is also essential to understand who will be the owner of the data collected by Customer Voice, including both Projects and Surveys.

The article concludes that it is advisable not to delete survey data in Dataverse any other way than through Customer Voice. Overall, to optimally deploy Customer Voice, it is critical to consider various factors outlined in this article to determine how to implement and use the application most effectively.

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