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Microsoft Dynamics CRM (Archived)

Case Satisfaction Survey

Posted on by 826

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i couldn't find the Target Entity "adx_survey_casesatisfaction "  and getting an error . 

any links on how  to configure case satisfaction survey for customer self- service portal will be helpful ..!

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  • Suggested answer
    RamKumarb Profile Picture
    RamKumarb 826 on at
    RE: Case Satisfaction Survey

    Hi paul,

           i was going to suggest the same thing which you have mentioned ie. using workflow.

    Anyways, thanks for reminding me again.  

    Happy CRM’ing!

  • RE: Case Satisfaction Survey

    Ram,

    Just FYI to my last post. 

    I did find the ability to retrieve the Record ID in Workflows.  It is under the Adxstudio Workflow Helpers section of the Workflow Add Step.

    On a side note:  I have been working with Voice of the Customer (MS Add-on) and I believe this is the way I plan to move forward with my new Case Satisfaction Survey.  The end results look a lot better than the out-of-box ADX Studio Case Satisfaction Survey.

    Best regards,

    Paul

  • RE: Case Satisfaction Survey

    Thanks Ram.

    That is what I did as well but wondering if I should be using the new "Voice of the Customer" for surveys.

    Another nice feature ADX had was the ability to find the ID of the Entity in a workflow "Identifier Request".  I would use this to build the survey URL so I could email it to the customer.

    Did you find another way around this? 

    Thanks,

    Paul

  • Verified answer
    RamKumarb Profile Picture
    RamKumarb 826 on at
    RE: Case Satisfaction Survey

    Hi Paul,

                 i removed the default Entity named "adx_survey_casesatisfaction "  and replaced with my custom Entity and everything works fine now.

    you can use the Case Satisfaction Web Page on the ADX Studio.

  • RE: Case Satisfaction Survey

    I have the same issue.  MS Portals has the Case Satisfaction Web Page under Community Portal but no entity?

    Can I just port the Entity over from ADX Studio (I have it installed on Premise)?

    Does MS plan to move Case Satisfaction to Voice of the Customer?

    Thanks

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