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Microsoft Dynamics CRM (Archived)

CRM dynamics - survey

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Dears,

I need your support int the following please:

I have CRM dynamics + USD, and the client needs to apply the following:

1- Enable the knowledge Base in both CRM web and USD

2- Enable  a survey management, does the CRM dynamics has it's own survey module?, if no, can we develop one using CRM dynamics or it's better to buy a ready made survey management and just integrate with it.

3- The CRM dynamics supervisor (user) will receive the survey report and based on this report the supervisor will evaluate his employees, so we need a report from the survey system and evaluation form based on that report.

4- the client needs an "agent scripting" system, some questions will be asked to the customer and based on customer's answer the system will redirect the customer to the appropriate way. does the CRM dynamics have this module?, if no, can we develop this module using CRM dynamics or it's better to buy a ready made system and integrate with it.

Please advise.

Thanks,

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  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi Haytham

    If you are using 2016 online then you can enable voice of the customer

    community.dynamics.com/.../voice-of-customer-for-dynamics-crm-2016

  • Suggested answer
    Syed Ibrahim Profile Picture
    6,257 on at

    Hi Haytham,

    CRM 2016 and later versions have Survey features which you can use to design your own survey with different type of questions and scoring.  Pls find the below links for how to create and FQA.

    docs.microsoft.com/.../get-feedback-surveys

    community.dynamics.com/.../voice-of-the-customer-surveys-frequently-asked-questions-faqs-part3

    Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

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