Install the Voice of the Customer solution

This section provides you the steps to install the Voice of the Customer for Dynamics 365 solutions. If you're an administrator, you can find the version by going to Settings > Solutions.

Note

Surveys aren't supported on legacy forms.

Install the Voice of the Customer solution, version 9.0 and later

The Voice of the Customer for Dynamics 365 solution can be installed from Dynamics 365 Administration Center. It is compatible with Dynamics 365 version 8.2 and later.

Note

You must be a tenant administrator to install the solution.

  1. Sign in to your Dynamics 365 solution as administrator.

  2. Go to the Dynamics 365 Administration Center, and then select the Applications tab.

  3. Select the application row titled Voice Of The Customer, and then select Manage.

  4. From the Dynamics 365 Instance drop-down list, select the instance where you want to install the solution.

    Note

    The list of instances only displays the organizations with Dynamics 365 version 8.2.

  5. Accept the license terms.

  6. Select Install.

When you install Voice of the Customer, a VOC Push Service user is created automatically. This user is created to allow Voice of the Customer Azure service to authenticate with Dynamics 365 using Server-to-Server (S2S) authentication. The VOC Push Service user is an application user and does not consume any license. The user is assigned Survey Administrator role. More information on S2S authentication: Server-to-Server (S2S) authentication.

Note

The VOC Push Service user runs only with minimum required privileges to communicate to Voice of the Customer Azure service, and if your organization deploys a custom plugin that runs on the Survey Response entity, you are advised to do either of following:

  • Run the Custom Plugin in System User Context.
  • Create a custom role with privileges required by custom plugin operations and assign the security role to Voice of the Customer application user.

Track the installation status

  1. Go to the Dynamics 365 Administration Center, and then select the Instances tab.
  2. Select the instance name, and then select Solutions. The status is displayed in the Status column.

Note

To optimize performance, we recommend following limits for Voice of the Customer for Dynamics 365:

  • Maximum number of surveys you can publish: 200
  • Maximum number of questions on a survey: 250. If you've enabled feedback for a survey, the maximum is 40 questions.
  • Maximum number of pages per survey: 25
  • Maximum number of sections per page: 10
  • Maximum number of email invitations that you can send that include piped data in a 24-hour period: 50,000. If you create more email invitations than the specified limit, an error message is displayed.

If you want to install Voice of the Customer solution version earlier than 9.0, see here.

Voice of the Customer app

The Voice of the Customer app provides a new experience in survey designing as well as theme designing. The new survey designer provides a simple and intuitive experience for survey designers to add, remove, and modify survey pages, sections, questions, and answers.

When you install Voice of the Customer version 9.0.1162 and higher, the Voice of the Customer app, built on the Unified Interface framework, is created out-of-the-box.

Open Voice of the Customer app

  1. Sign in to Dynamics 365.

  2. Open the URL <organization URL>/apps.

  3. Select the Voice of the Customer app.

Note

  • To use the Voice of the Customer app, a user must be assigned the Voice of the Customer app access role security role. If this role is not assigned, users will see the web client behavior in Voice of the Customer app. More information on how to assign a security role to a user: Assign a security role to a user
  • When you assign the Voice of the Customer app access role security role to a user, the user will see duplicate forms for a few entities (survey, theme, and image) in web client. These forms are built for the Unified Client interface and must be used from the Voice of the Customer app only.

See also

Plan a survey
Design a basic survey
Design an advanced survey
Distribute a survey
Analyze survey data