Hello utswmiller,
A Workaround for Downloading and Deleting Massive Survey Responses in Dynamics 365 Customer Voice
Understanding the Limitation:
While Customer Voice doesn't offer a direct way to mass delete responses, especially when approaching the 50,000 limit, we can leverage its export functionality and some manual work to achieve the desired outcome.
My proposed workaround:
- Export Responses in Batches
Filter Responses: Use the filter options in Customer Voice to narrow down the number of responses to export in each batch. You can filter by date range, specific questions, or other criteria.
Export Data: Export the filtered responses to an Excel or CSV file.
Repeat: Repeat this process until all responses are exported.
- Delete Responses in Batches
Manual Deletion: Manually delete responses in batches of a manageable size. While time-consuming, this is a reliable method.
Power Automate Flow: If you have experience with Power Automate, you could create a flow to automate the deletion process. This would require careful configuration to avoid accidental deletion of important data.
Important Considerations:
- Data Backup: Before proceeding with any deletion, ensure you have a complete backup of your survey data.
- Test Thoroughly: If you're using Power Automate, test the flow thoroughly to avoid unintended consequences.
- Consider Data Privacy and Compliance: Adhere to relevant data privacy regulations when handling and deleting personal information.
- Monitor Survey Performance: Keep an eye on your survey's performance metrics to identify any issues or anomalies.
Alternative Approach: Creating a New Survey
If the above methods are too time-consuming or complex, consider creating a new survey with similar questions. You can then redirect respondents to the new survey using updated QR codes or other communication channels.
Note: While this approach might be simpler, it requires updating your distribution channels and could potentially impact response rates.
By carefully planning and executing these strategies, you can effectively manage your large survey dataset and continue using Customer Voice for future surveys.
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If you have further questions, please feel free to contact me.
My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics query.
Best Regards,
Daivat Vartak
