Matching Customer Voice Survey afterwards with Dynamics 365

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Posted on 28 Nov 2023 12:53:27 by RichardV25

Hi y'all,

I received a request of our Telecommunication team to make them a Customer Voice Survey that they can follow as a script during phonecalls to measure Customer Satisfaction.

The reason of choosing Customer Voice is its Response storage and connection with PowerBI.

So the scenario is; They want to call a contact after they lost touch after sending a quota. They want to open up the survey themselves while having the phonecall and fill in the Survey to improve insights.

However, is this possible? And is it then possible to match the Customer Voice Survey afterwards with a contact and its activities in Dynamics 365?

Hope you have some enlighting news.

Thanks!