Microsoft Dynamics 365 - Customer Voice - An Overview - Part-1

If you want to gain an overview of Microsoft Dynamics 365 - Customer Voice, then this blog is the perfect place to start. This enterprise level app provides feedback design, collection, and management features to enable you to send surveys, collect and analyze feedback, and to store data in the Dataverse (previously known as CDS), which can be connected to Dynamics 365.

After you create a project, which acts as a repository for all your survey related data including surveys, satisfaction metrics, email templates, Power Automate flows, and reports, you can customize your survey with personalization, branding, metrics/KPIs, survey language, branching, and formatting options.

To send the survey, you can use email, Power Automate, embed the survey on a webpage, and send a link to the survey or QR code. Customer Voice provides distribution settings to customize the survey send settings and a survey invitation record is created every time a survey is sent.

You can then analyze the responses with two types of reports: customer KPI reports based on the answer to the questions linked to metrics, and survey response reports which are generated for every survey sent and response received.

This blog provides a detailed walkthrough of how to use Customer Voice and offers additional information and considerations for using it. A great read for those starting in this area or looking to expand their knowledge.

@MihirCRM

365WithoutCode

The post Microsoft Dynamics 365 - Customer Voice - An Overview - Part-1 originally appeared on 365WithoutCode.