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Customer experience | Sales, Customer Insights,...
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Best practice ALM recommendations for Customer Voice Configuration

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What is the ALM story for Customer Voice projects, surveys etc? What is the recommended approach for getting these into source control (from DEV to Git) and automatically deploying between environments (from Git to QA, UAT, PROD, etc) using Azure DevOps pipelines or GitHub actions? I'm aware of the UI-based options for copying/updating projects etc, but what if I wanted to automate this process to avoid manual intervention? Is there any supported tooling, APIs, SDKs or scripts available to facilitate such scenarios?

One thought I had was that because the Customer Voice data model is well documented, would it not be a case of 'simply' exporting the data out of the tables of interest from the source environment and committing this to Git as part of configuration activity, and then importing this into target environments as part of a deployment (using Configuration Migration Utility or similar)? Could this work and be supported?

On a side note, how does ownership and sharing of Customer Voice projects work? It looks like despite being a system administrator in an environment, I can't see certain Customer Voice projects unless they are shared with me by someone who can see them. Does ownership not work in the same as it does in other Dataverse tables? Is it possible to change the owner of Customer Voice projects rather than or in addition to sharing? Can Customer Voice projects be owned by and/or shared with Teams (regular or AAD Group based)? It feels like I may need to consider ownership, sharing and access as part of my deployment activity too?

  • Peter Chantler Profile Picture
    Peter Chantler 37 on at
    Best practice ALM recommendations for Customer Voice Configuration
    Our team also have the same questions about moving survey's and projects from one environment to another. One concern we have is the administration of these projects and surveys and our lack of visibility despite being Dataverse system administrators.

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