Hooray! Custom Survey Headers have finally been rolled out for Dynamics 365 Customer Voice. Although the ability to add your own images and a logo to a survey has existed for some time, there was no way to determine where the logo went, or the positioning of any image, so this is a really cool … Continue reading Custom Survey Headers In D365 Customer Voice

There are several different ways to share links to your Dynamics 365 Customer Voice services with your customers, event attendees or prospects. One way is to just share a direct link to your survey. Typically this makes it a completely anonymous survey with no personalisation at all. However, we can use variables from the survey … Continue reading Custom D365 Customer Voice Survey Links Using Variables

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 will be displayed, but still, it doesn’t look that great and could confuse some people. Worse, it could even end up being ignored. Did you know you can change that, and … Continue reading Sending D365 Customer Voice Surveys From Your Own Domain

In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts functionality is great, but perhaps not everyone responsible for helping resolve those Customer Satisfaction issues will have access to Customer Voice. Plus, the person setting up the surveys might not even … Continue reading Managing D365 Customer Voice Alerts Via Microsoft Teams

You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They are pretty easy to create, but did you know you can use HTML you’ve perhaps created elsewhere and just add that in to create a new custom template? Let’s look at … Continue reading Creating HTML Email Templates 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 to keep it concise, sometimes you need a survey that has a lot of questions and even multiple pages. If it makes sense for your survey, you can now allow for … Continue reading Save Survey Progress In D365 Customer Voice

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, but now in Customer Voice, we can create a customised message that will be displayed instead. We can use variables and responses to specific questions to determine what message will be … Continue reading Adding A Customised Message To The End Of Your D365 Customer Voice Survey

We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means we can still send out surveys with related data being displayed for the respondent, and do so without using Microsoft Power Automate. Prior to sending out the survey, we can also … Continue reading Recording Anonymous Feedback While Capturing Variables 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 great way to really understand just how happy, or unhappy your customers are. We can also create alerts in Customer Voice, giving us the ability to stay up to date when … Continue reading Creating Alert Rules & Managing Alerts In 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 then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or … Continue reading Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice