Manage projects in Dynamics 365 Customer Voice

Module
8 Units

Intermediate

Business User

Functional Consultant

Dynamics 365

Sales

Customer Voice

This module explains how to add projects to Dynamics 365 Customer Voice, how to copy surveys from one project to another, and how to copy projects through to different Dataverse environments. Sharing projects is simple to do, and it will help you to better collaborate with colleagues.

Learning objectives

In this module, you will:

Create projects.
Move and copy surveys.
Copy projects.
Share projects.

Prerequisites

Basic understanding of Microsoft Dynamics 365 Sales and Dynamics 365 Customer Voice

Introduction min
Create projects min
Move and copy surveys across projects min
Copy projects between environments min
Share projects with colleagues min
Exercise - Create and manage projects in Customer Voice min
Check your knowledge min
Summary min