Design your Voice of the Customer survey

Once you’ve uploaded your images to Dynamics 365, designed at least one theme, and made any planning decisions, it’s time to design your Voice of the Customer for Dynamics 365 survey.

  1. From the menu, go to Voice of the Customer for Dynamics 365 > Surveys.

  2. Click New.

  3. Enter information in the Summary area, and then click Save to create the survey record so you can continue designing your survey.

  4. In the Survey Runtime area, specify the theme and logo image you want to use. Also set the values for header and footer text, navigation, and other options. If you need extra help, hover over any field to read the tooltips.

  5. In the Invitations and Actions area, specify values for each field. If you need extra help, hover over any field to read the tooltips.

  6. Edit the items in the Advanced and Feedback areas as necessary.

  7. When you’re done editing information about the survey, click Save.

  8. In the Survey box, click Designer.

  9. Edit each page of your survey. These are some of the actions you can take:

    • To change pages, click a page on the left side of the survey designer.

    • To edit an item on a page, hover over the item and click one of the editing buttons that appear to the right of the item. If you need extra help, hover over an editing button to read the tooltips.

    • To add a page, click the page button at the bottom of the left side of the survey designer.

    • To add a question, drag and drop the type of question you want from the Survey parts pane to the location you want on the survey page. If you need extra help, hover over a survey part to read the tooltips.

      Note

      Drag and drop only works with a mouse or other pointing device. It’s not supported through touch on devices with touch screens, like tablets.

    • Personalize your survey with fields like the customer's name or service case number by using piped data. For more information, see Add piped data to a survey.

    • Take different actions in the survey, like showing additional questions or sending a request for contact to a user within your organization, based on a customer's response. For more information, see Create a response routing rule in a survey.

  10. To save your work, click the Save button in the bottom right corner of the screen.

  11. When you’re done editing your survey, click Publish. After it’s published, you can do the following:

    • To step through your survey, click Test.

    • To preview your survey, click Preview.

    • To create a copy of your survey, click Clone.

    • To export translations, click Export translations. You can then access the resulting Translations.xml file from the Summary area of your survey.

    • To copy snippets to use elsewhere in this survey or others, select the snippet (survey part or text) you want to copy, and then click Copy snippet. If you want to copy a face, rating, or NPS snippet, click … and then click the action you want to do.

    • To stop this survey from running, click Stop.