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Microsoft Dynamics CRM (Archived)

Voice of the Customer - Offline mode?

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Posted on by oachief

I am looking to use Voice of the Customer (VoC) to performer questionnaires by my team members in the field.  As I've played around with the functionality of VoC, I think it may not work for my needs.  Please let me know if I am missing something.  

Here are my requirements:

  • Must be able to create surveys/questionnaires - No problems using VoC
  • Questionnaires must be associated with a customer - No problems using VoC
  • My team in the field visits the home of customers to perform questionnaires. The team member may not have access to internet during visit.  Ability to fill out questionnaires in an offline-only mode from the tablet or outlook app. - Not sure if VoC can do this...

From what I can tell, VoC doesn't appear to offer the capabilities to meet the needs of my third requirement above.  To meet the third objective, will I need to build out my own questionnaire entities and then make them offline capable?

Thanks!

*This post is locked for comments

  • DevBen Profile Picture
    DevBen 11 on at
    RE: Voice of the Customer - Offline mode?

    Has there been any advancement in this excellent functionality in the past 4 years, perhaps with the roll-out of Customer Voice?

  • MyCRMBlog Profile Picture
    MyCRMBlog 150 on at
    RE: Voice of the Customer - Offline mode?

    Did you get better option to handle the offline survey approach?Any infromation would be of great help.

  • oachief Profile Picture
    oachief on at
    RE: Voice of the Customer - Offline mode?

    Thanks, Jason.  I figured as much regarding VoC functionality.   Good to have confirmation.

  • Suggested answer
    Jason M. Cosman Profile Picture
    Jason M. Cosman 5,234 on at
    RE: Voice of the Customer - Offline mode?

    Hello Oachief;

    Your absolutely right that the third requirement is not possible for offline capabilities. VoC is hosted through azure in the cloud and then linked to your CRM instance. It doesn't nor do I see it getting offline capability in the future.

    In terms of offline solutions it's hard to recommend what would be the proper solution without a fair bit of research into offline questionnaires.

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