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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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Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice
We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means…
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Creating Alert Rules & Managing Alerts In D365 Customer Voice
In a previous post, I’ve reviewed and explained how to set up and use Satisfaction Metrics in Dynamics 365 Customer Voice. This is a…
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Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice
If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and…
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Share D365 Customer Voice Survey Via URL With The Correct Language
Creating surveys in D365 Customer Voice and adding multiple languages provides organisations with a way to request feedback in their language of choice. I’ve…
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Set Language For D365 Customer Voice Survey Embedded On Website
In a previous post, I walked through how to add multiple languages to a survey in Dynamics 365 Customer Voice. Your surveys can then…
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Adding Multiple Languages To Your D365 Customer Voice Survey
Dynamics 365 Customer Voice surveys are added initially using the Default language based on the language of the Microsoft Office 365 environment where Customer…
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Sending Notifications From The Details Of Survey Responses
Microsoft is continually making changes to Dynamics 365 Customer Voice. This includes new functionality that’s immediate and noticeable and sometimes comes in the form…
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Forms VS D365 Customer Voice – What Is The Difference?
Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019, then it’s changed to Dynamics 365 Customer Voice in July…
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Creating Actions Triggered by Satisfaction Metric Values in Customer Voice
In another post, I provided an overview of how Satisfaction Metrics are set up and then captured on Surveys and Projects in Customer Voice.…
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Overview Of Satisfaction Metrics in D365 Customer Voice
Dynamics 365 Customer Voice has a fantastic feature that never existed in Forms Pro OR in Voice of the Customer, and that’s Satisfaction Metrics.…
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The Upgrade Process From Forms Pro To Customer Voice
If you are currently a Forms Pro customer, hopefully, you didn’t miss the announcement a few weeks ago: Forms Pro is becoming Dynamics 365…
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Forms Pro Becomes Customer Voice
What? Why? When? All valid questions. During the Inspire event (July 21st 2020) Microsoft made a massive announcement about changes coming to their survey…
13 comments
