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After installing the Voice of Customer solution you can create the surveys based on your requirement.
We had a requirement to create a survey for employees. Employees will fill the surveys and provide a feedback about the job satisfaction, relations with Managers, attitude towards the work environment depending on the questions specified in the surveys.
This feedback will be stored in the CRM and will be used by HR to measure the Happiness of the Employees.
According to these requirements we will create a survey.
On the same form, survey runtime controls include:
The invitations and actions section in the Survey Record form includes:
The feedback section in the Survey form categorize the survey as Feedback survey.
The Feedback surveys creates a new entity as specified in the Feedback Customizations. You need to specify the Solution name in which you want to add this newly created entity. The responses will be tracked in this newly generated entity and can be used for analysing purpose.
For every feedback survey, new entity will be generated. You need to specify the schema name of the entity.
The process to define survey questions is not immediately obvious from the user interface but this can be found by toggling the designer form from the top of the survey record.
By default, three type of pages will be created.
You can add pages in between and define the page type. Each page has a section where we can define the category of content mentioned on the page.
Individual question form records will be dragged into the section form from the right panel. In the below example, after the welcome page an introduction of the survey is mentioned. This will be mentioned as descriptive text box but this will still be defined as a Question.
The next page consists of questions for employees. Here is just a few type of questions that can be dragged in to a section from the panel on the right.
Simple text edits to questions can be made from the designer screen, otherwise click these items to open the question record to make the changes.
Rules can be set to make questions mandatory, or to show on-screen help in the event that clarification might be needed.
Survey publishers can also personalize survey forms by piping data in from CRM fields, for example a customer name, CRM user, product or location.
Now after adding questions you need to save and publish the survey so that you can use further.
When you preview your survey you can see the actual view of the survey. This is how the survey will look.
So, this is how you can create surveys.
The post Create surveys in Dynamics CRM 2016 appeared first on CloudFronts - Microsoft CRM | AX | BI | Azure.
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