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Voice of the Customer - VoC(Surveys) – Frequently Asked Questions(FAQs) – Part3

In an earlier post, I discussed some of the frequently asked questions about the VoC Surveys feature. Here is some of the more useful information on this feature.

 

How does the application handle and enforce Voice of Customer's known limits?

VoC limits are described in depth in this article. A common question that has surfaced a few times is how does the application handle these limits. For example, what will happen when there are more than 2400 surveys received in a day? Here are the key guidelines:

  • Publish a maximum of 200 surveys.
    • The application prevents publishing a 201st Survey when there are already 200 published Surveys.
  • Maximum of 250 questions per survey. If you’ve enabled feedback for a survey, you can include a maximum of 40 questions.
    • The application prevents publishing a Survey with 251 or more questions.

  • Maximum of 25 pages per survey.
    • Publishing a survey with 25+ pages blocks the Publish operation and notifies that we are reaching the maximum page limit per Survey.
  • Maximum of 2,400 survey response polling per day.
    • Once this limit is reached, the exceeding Survey Responses will stay in Azure until polled by the next day’s iteration and brought into CRM.
  • Maximum of 1,000,000 survey responses would be stored.
    • Survey Response submission are not allowed in the Survey UI once the 1,000,000 Survey responses limit is reached. Submission will open again when responses are retrieved into CRM and stored Survey Response count goes under this limit.

Note: This limit excludes Survey Responses retrieved in CRM.

 

Why does the Completed On and Received On fields have different timestamp?

1. The Completed On field captures the timestamp when the Survey Respondent that submitted the Response clicked the submit button on survey.

vocfaq3_2D00_1.jpg

2. The Received On field captures the timestamp when the Survey Response was received into CRM by the Async workflow job that pulls responses from Azure.

 vocfaq3_2D00_2.jpg

 

How are Score and Score Percentage is calculated on Survey Response?

Calculated Score and Score Percentage on Survey Responses can be used for high level indicators of key measures. Custom Workflows/Process can be defined to trigger action based on Scores. Here is an example explaining how Scores are calculated.

  1. Satisfaction Rating column relates to the first CSAT question, i.e. vocfaq3_2D00_CSAT.jpg

vocfaq3_2D00_3.jpg

2. Score column is the total(sum) of response values on all the Numeric Rating questions, e.g. CSAT question, Customer Effort Score.

vocfaq3_2D00_4.jpg

3. Score as a Percentage column shows responses in percentage of the answered questions.

vocfaq3_2D00_5.jpg

Note: The Score Max Value for each question signifies 100% for that question. The Score as Percentage value is calculated from the total(sum) of the response value for all rating questions and Score Max value.

In the above example response “VoC Scoring - R00000030”, the Survey has two questions with the Score Max value set to 10 and 5.

vocfaq3_2D00_6.jpg vocfaq3_2D00_7.jpg

               

Responses to these questions in above example was 2 and 5, and can be seen in the Survey Response Form below:

vocfaq3_2D00_8.jpg

Total Max Score for both questions are 15 and the response total is 7. Score as Percentage comes to 46.6667 (7*100/15).

4. Score as Percentage of all routes includes questions not asked due to client routings and unanswered non-mandatory questions.

vocfaq3_2D00_9.jpg

Score as a percentage of all routes are the same because there are no unanswered questions in this example. This could be different from Score as Percentage if there are unanswered questions or unasked questions due to client routing rules.

 

Hope you find this helpful! Thank you!

Bhavesh Shastri

Comments

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  • Neerajser Profile Picture Neerajser
    Posted at

    Hi Bhavesh,

    I am Neeraj Kumar @RCSI looking in uses cases for Surveys for RCSI. The uses cases varies from simple voice of customer type surverys to complex survey which includes ' regression and  variational analysis'

    We are looking to into https://www.qpercom.com/

    and usual suspects such https://qualtrics.com

    We are Microsoft house with Azure, Dynamics 365, Office 365 ecosystem. I am keen to understand where voice of customer is going so that we can offer the same functionality to my customer using Microsoft's VOC.

    Looking forward to hear from you.

    Neeraj

  • megha18 Profile Picture megha18 520
    Posted at

    Hi, Good information.

    I have tried repeatedly to install the VoC solution in my CRM Online instance but always get the following:

    "Solution installation failed. Please try again later. If the problem persists, please contact customer support."

    I have tried 10+ times in a day and still the same. Also I have followed the link:

    crmtipoftheday.com/.../important-changes-to-the-voice-of-the-customer-installation-process

    Any help would be appreciated.

    Thanx

    Megha

  • Andrew Bibby Profile Picture Andrew Bibby 15 User Group Leader
    Posted at

    Hello JoannaB, yes, Voice of the Customer allows you to include a Net Promoter Score question in your survey, and allows analysis of scores.  There is an NPS report included, for example.

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    Does Voice of customer have an NPS module?

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    Hello, this may be answered somewhere but how do we set the rules for sending the surveys?  If 10 cases are created in one day for the same customer, I don't want to send them 10 surveys. Thanks!

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    Great article.  Is it possible to create response routing rule where a multi line question has a value create a feedback record.  I can do this with single option questions.  I do not see the multi line question on the response routing conditions choices of questions.  thank you.

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    Hi,

    Why do we use XRM tool box, can anyone provide some web sources or information regarding that.

    Thanks in advance,

    Avinash

  • Bhavesh Shastri Profile Picture Bhavesh Shastri 261
    Posted at

    @Zaid Tariq- A survey can only have one file question. Publish process validates and blocks Survey publishing.

  • MyCRMBlog Profile Picture MyCRMBlog 150
    Posted at

    More like I have survey hardcopies, I scan it and through batch job can I use MSCRM OOB VOC entity? It is available for data load or editing?

  • MyCRMBlog Profile Picture MyCRMBlog 150
    Posted at

    Hi,

    Quick question or may be dumb question can I create survey records in CRM through a interface/scribe?