Create a Voice of the Customer survey to get customer feedback

Create and send out Voice of the Customer for Dynamics 365 surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer's feedback history as you work a sale or resolve a service case.

When a customer completes a survey, you can use rules to trigger follow-up actions that occur immediately. For example, if a customer answers a survey question that indicates an interest in one of your products, the system can generate a quote request and assign it to a salesperson. Or, if a customer replies with a complaint, the system can create a new service case and route it to the right queue for prompt handling. You can also send a survey automatically when a service case closes, to track how satisfied your customer is with the service they received.

The survey analytics included with the Voice of the Customer for Dynamics 365 solution help you use customer feedback to identify gaps in service, run targeted marketing campaigns, or send offers to increase sales.

Note

Voice of the Customer for Dynamics 365 is available with Microsoft Dynamics CRM Online 2016 Update and later.

Install and configure Voice of the Customer for Dynamics 365

Install the Voice of the Customer for Microsoft Dynamics 365 surveys preferred solution

Customize Voice of the Customer for Microsoft Dynamics 365 survey settings

Design and distribute your survey

Design a theme for your surveys

Upload images for your surveys

Plan your survey

Design your survey

Personalize your survey with piped data

Create a response routing rule in a survey

Distribute a survey

View survey dashboards and reports

Translate or localize your survey

Install the solution

Privacy notice

By enabling the Voice of the Customer for Microsoft Dynamics 365 feature, when you publish a survey from within Microsoft Dynamics 365, the survey definition will be sent to Azure and stored in Azure Storage. When a respondent submits a survey (by opening the survey invitation link sent to him or her via email), the survey responses are stored temporarily in the Azure Service Bus and then are retrieved and stored in Microsoft Dynamics 365. After the responses have been stored in Microsoft Dynamics 365, they are deleted from Azure.
Note that it is possible to include Dynamics 365 data such as customer name, product name, case number, etc. in a survey (within survey elements such as questions, answers, etc.) when rendering a survey for a respondent. When a survey invitation link is generated, this Dynamics 365 data would be sent out of Dynamics 365 and stored in Azure SQL Database in exchange for an identifier that is used within the survey invitation link. This identifier is used to show the Dynamics 365 data within the survey after the survey is opened using the survey invitation link. The identifiers within the survey link that is sent over email to a respondent is stored in the respondents’ email system.
An administrator can enable the Voice of the Customer for Microsoft Dynamics 365 feature by installing it as a solution in the Microsoft Dynamics 365 organization. In addition, an administrator can subsequently disable the feature by uninstalling this solution from the Microsoft Dynamics 365 organization.
Azure components and services that are involved with Voice of the Customer for Microsoft Dynamics 365 functionality are detailed in the following sections.
Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center (https://azure.microsoft.com/en-us/support/trust-center/).
Cloud Services (https://azure.microsoft.com/en-us/services/cloud-services/)
Designer Service (Web Role)
This provides multiple Web Services for communication between a Dynamics 365 organization and the multi-tenanted Voice of the Customer for Microsoft Dynamics 365 Azure components. For example, surveys are published and stored to Azure Blob Storage. Survey responses are retrieved from an Azure Service Bus queue and returned to be persisted in the Dynamics 365 organization. All requests are authenticated against Azure Active Directory.
Survey Runtime (Web Role)
This is the web application that serves the surveys to the respondents. Submitted survey responses are stored temporarily on an Azure Service Bus queue before being processed retrieved by a Dynamics 365 asynchronous service.
Response Processor (Worker Role)
This worker role is responsible for processing the raw completed surveys into valid survey responses that can be created in Dynamics 365.
Push Processor (Worker Role)
This worker role is responsible for processing the valid survey responses and updating as Dynamics 365 entity records. Azure Key Vault (https://azure.microsoft.com/en-us/services/key-vault/)
All cloud services store configuration data in Azure Key Vault. Organization, tenant data is stored in SQL Azure.
Azure SQL Database (https://azure.microsoft.com/en-us/services/sql-database/)
Voice of the Customer for Microsoft Dynamics 365 uses SQL Azure to store:
- Piped data
- Survey metadata
- Organization (tenant) data
Azure Blob Storage (https://azure.microsoft.com/en-us/services/storage/)
Survey definitions and partially completed (saved) responses are stored to Azure Blob storage.
Azure Content Delivery Network (CDN) (https://azure.microsoft.com/en-us/services/cdn/)
The Voice of the Customer for Microsoft Dynamics 365 solution uses Azure Content Delivery Network to serve static content to the survey runtime such as images (including uploaded images such as customer logos), JavaScript and CSS.
Azure Active Directory (https://azure.microsoft.com/en-us/services/active-directory/)
The Voice of the Customer for Microsoft Dynamics 365 solution uses Azure Active Directory Service to authenticate web services.
Azure Service Bus (https://azure.microsoft.com/en-us/services/service-bus/)
Messages created when a survey is displayed / submitted are stored temporarily to an organization’s (tenant’s) Azure Service Bus Queue until the Azure worker role pushes the survey responses into an organization’s Dynamics 365 instance and persists them as Dynamics 365 entity records.