Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and… Read More: Send and Store Survey Responses in Dynamics 365 CRM using… »
Introduction: As we know that, VOC is an Add-on in Dynamics CRM online that allows the creation of customer surveys, these surveys could then be sent out to determine the level of customer satisfaction. Here, in this blog, we will see how to show the survey responses of a survey associate for a particular entity. So… Read More: How to Show the Survey Response of a Survey for… »
Introduction: Voice of the Customer introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC Survey and survey activity, refer this article. In this blog, we will discuss about how to prevent VOC from failing to create feedback entity record while chaining survey. Recently,… Read More: Steps to Prevent VOC from Failing to Create Feedback Entity… »
Introduction: Voice of Customer in Dynamics 365 helps to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. Recently we had a business requirement where we only need to show the checkbox text and not… Read More: Hide the Question Text of checkbox for Voice of Customer… »
Introduction: As we know, Voice of Customer is an easy and reliable way to gather feedback via Surveys from the customer for the products or services they are using directly in your Dynamics CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This… Read More: Exploring the Unsubscribe Survey Option in Voice of Customer in… »
Introduction: Since the introduction of Voice of the Customer surveys in Dynamics CRM 2016, it has enabled organizations to offer feedback surveys to customers and gain insights about their products and services directly from customers. Note: To open Voice of the Customer survey link in a specific language using translations, refer this article. Changing default language… Read More: Change default language name in drop-down using translations in VOC… »
Introduction: Recently we had a business requirement to send VOC surveys that needed to be sent from the users having Sales Person role. We had placed a button on the opportunity form as shown in the screenshot below; On the click of this button, we are creating an email with the link to the survey… Read More: Unable to create VOC Surveys in Dynamics 365 »
Introduction: Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article. In this blog, we will guide you through the process of opening a Voice of the Customer Survey… Read More: Open Voice of the Customer survey link in a specific… »
Introduction: In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment. In this blog, we will explain how to add custom CSS to the VOC Survey. Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below; The… Read More: Apply Custom CSS to VOC Survey in Dynamics 365 »
Introduction: The storage size in Dynamics CRM Online is limited to the size you have purchased or you are eligible for based on your license structure. The usual culprits have been 1. Plugin Trace Logs: Turn it off from the System Settings as shown below 2. Attachments: Look for email attachments and notes attachments and… Read More: Approaching Storage Limit in Dynamics 365 – Watch out VOC… »