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Customer voice report extract from CRM

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Posted on by Dynamics 365 Custom... 10
Hi, 

I would like to extract all my Customer Voice survey invites from CRM and be able to see the respondent details and variables.

I would also like to print out a Customer Voice blank survey.

Thank you,

  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Customer voice report extract from CRM
    Hi,
     
    According to Microsoft's official documentation, you can export data from all Survey invitations by following these steps.
    Step1, login to Dynamics 365 Customer Voice, select the Survey you want to export data to, and go to "Send" tab.

    Step2, click "Export" on top of the Total invitation tile, the system will export the data and export CSV.

    Step3, Repeat the above steps for each Survey.
     
    For detailed steps, please refer to the official Microsoft documentation at the link below.
    https://learn.microsoft.com/en-us/dynamics365/customer-voice/view-survey-invite#export-invitation-details
     
    In addition, our team didn't find any valid information about printing Voice of the Customer Survey, you can use the following two alternatives.
    Option 1: You can save the Survey submission page as a "PDF" file and then print the file.

     

    Option 2: You can use Microsoft Forms, which supports the printing of the survey.

     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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