Install the Voice of the Customer solution

This section provides you the steps to install the Voice of the Customer for Dynamics 365 solutions earlier than 9.0, and also the latest version. 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, versions earlier than 9.0

Voice of the Customer for Dynamics 365 is a preferred solution that you install from Microsoft Office 365. More information about how to install preferred solutions: Install a preferred solution

Note

If you're using Voice of the Customer version 9.0.781.3 or earlier, maximum number of survey responses you can pull per day is 2,400.

Enable and configure Voice of the Customer

After you've installed the Voice of the Customer for Dynamics 365 preferred solution, you need to enable and configure it in Dynamics 365.

  1. Go to Settings > Customizations.

  2. Select Solutions.

  3. In the list of available solutions, select Voice of the Customer for Dynamics 365.

  4. In the Voice of the Customer for Dynamics 365 Configuration screen, select I agree to the terms and conditions and select Enable Voice of the Customer for Dynamics 365.

When the configuration is complete, you can start using the Voice of the Customer for Dynamics 365 solution.

Important

The Voice of the Customer for Dynamics 365 preferred solution connects to an external service that isn't completely within the Dynamics 365 compliance boundary.

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.

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 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.

See also

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