Showing Customer Voice data in a Dynamics 365 sales entity

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hello

Does anyone have a case where they wanted to show the satisfaction metrics from Customer Voice in the related Dynamics 365 entity.
For our company we want to do regular survey's on certain contacts which are extracted from our "Contact" entity stored in the dataverse. However, we also want to be able to see this on the contact form (I know you can see on the timeline and go in from there), this could be showing i.e. the new "Custom score" and that result in the main form.
Have anyone tried this or knows how this can be done?

All responses (1)

Answers (1)

Verified answer

Welly Lee on at

Like (0)

Report

RE: Showing Customer Voice data in a Dynamics 365 sales entity

- the satisfaction metrics for the survey is stored in "satisfaction metrics value" field on survey response. Survey response is linked to contact as an activity (joined through activityparty table). I think if you would like to surface on contact form, you can consider to create a custom field on the contact entity then use power automate workflow to update the field when there is a new response by parsing the satisfaction metrics value from the survey response.