Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Showing Customer Voice data in a Dynamics 365 sales entity

(0) ShareShare
ReportReport
Posted on by

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? 

  • Verified answer
    Welly Lee Profile Picture
    on at
    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. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 106 Most Valuable Professional

#3
Eugen Podkorytov Profile Picture

Eugen Podkorytov 102

Overall leaderboard

Product updates

Dynamics 365 release plans