*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
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 paused responses, where a respondent can complete some of the questions, close the survey and then come back to it later. The responses they already gave will be saved so they can continue where they left off. Let’s look at how you can do this in Customer Voice.
Navigate to your survey, then click on the Send tab. Click on the distribution menu, and then select the Participants option.
Here we have a ‘Save survey progress’ setting. Turning this on means that the progress of a survey response can be saved and accessed again later to continue the survey. This will only work for up to 28 days, then they would need to start again from the first question. The responses will also be saved and available across web browsers and devices, meaning someone could start from their laptop, then finish the survey on their mobile phone. Note that this saving of the survey progress is only available for personalised survey links. So if you share a link to your survey on social media for anyone to complete, those responses cannot be partially saved.
Once the survey is accessed, a few questions can be completed, then the survey can be closed. Nothing will be stored in Customer Voice or Dataverse (D365 CE) until the full survey response is submitted.
You can watch a video on how to do this here.
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Hi Megan
Because of the Customer voice limitation of questions, we have to link several surveys. For instance consider the first survey as T1 and when finish T1, we have a T1.1 survey and so on. Because the number of questions is very large, we have to do this and also to allow the user to save progress. However when the user is answering to a sub-survey when save the progress, the progess is not saved.
How can we solve this? We need to invite the users to all the sub-surveys?
Best regards
Hi Helena, each of your surveys are separate so there is no way to save the progress between surveys. Not sure of any future changes that would allow you to do this. You’d need to contact Microsoft directly to ask them that question. Or you could post your question here on their forums page: https://community.dynamics.com/365/dynamics-365-customer-voice/
Hi Megan!
First and foremost, thank you so much for all the content and tutorials you have here. It was because of your website that I am managing to understand the whole Power Automate and D365 Customer Voice, which have been immensely helpful for my day to day job.
I tried to post a question regarding Customer Voice on the variable topic, but since it was closed, I hope you don’t mind me posting it here. The variables have been proven amazing in order to transfer information from two different forms and at the end of the day have 2 different people filling a tracker.
Now, the information from those variables is kept on a column called “Personalized Data” that I cannot transpose to a sharepoint excel to check in real time as the forms are being submitted (I would have to export a new excel from Customer Voice every single time someone submits the form, which is very timeconsuming).
Do you have any tips or any tutorial on how to do this? I tried to generate a Flow in Power Automate, but on the “Get a Row” step the Personalized Data column doesn’t show up.
Thank you so much in advance!
Hi Maria,
You are welcome, so glad my content has helped you out. I don’t do too much with SharePoint so not sure. But can you add in a Do Until step to keep getting the row until the Personalised Data column is no longer null?