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Customer Service
Discover ways to improve support processes, customer feedback and self-service experiences for both customers and service teams. Subjects include Dynamics 365 Customer Service, HubSpot Service Hub, Customer Voice, Microsoft Forms Pro, surveys, case management, service automation, knowledge management and customer portals.
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Calculating Your Overall Net Promoter Score In Dataverse
I wrote about this back in 2019 back when Dataverse was the Common Data Service, and Customer Voice was Forms Pro, AND before Realtime…
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Exit Customer Voice Survey Respondent From Journey When Using Other Regarding Records
One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in…
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Custom Survey Headers In D365 Customer Voice
Hooray! Custom Survey Headers have finally been rolled out for Dynamics 365 Customer Voice. Although the ability to add your own images and a…
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Updating D365 Customer Voice Marketing Respondents In D365 Marketing
If you are sending out D365 Customer Voice survey requests via D365 Marketing (like I showed in this blog here), you might have noticed…
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Custom D365 Customer Voice Survey Links Using Variables
There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way…
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D365 Marketing Segments & D365 Customer Voice
One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments.…
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Sending D365 Customer Voice Surveys From Your Own Domain
When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely surveys@email.formspro.microsoft.com email address. Your name…
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Managing D365 Customer Voice Alerts Via Microsoft Teams
In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts…
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Creating HTML Email Templates In D365 Customer Voice
You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They…
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Save Survey Progress In D365 Customer Voice
Creating a carefully crafted survey to send out to your customers can take time. So can filling out that survey! Although you might try…
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Adding A Customised Message To The End Of Your D365 Customer Voice Survey
We’ve had the ability to add a custom thank you message to be displayed once a respondent has submitted a survey in Forms Pro,…
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Adding Question Responses To Personalised Data in D365 Customer Voice
I’ve written about importing contacts and variables, and then recording anonymous feedback while still capturing values at the same time. In this post, I’ve…
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