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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Voice of the customer ...
Microsoft Dynamics CRM (Archived)

Voice of the customer security model

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Posted on by Martyna 470

are Voice of the Customer surveys controlled by Dynamics 365 security model just like any other entity? Ie: if user A from Business Unit A created a survey will user B from Business Unit B see it as well? Or are there security role privileges around it?

 

many thanks,

Martyna

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  • RobinMulder Profile Picture
    RobinMulder 10 on at
    RE: Voice of the customer security model

    Hi Piyush,  Thank you for providing the list of Voice of the Customer Security Roles. Do you have a small outline of what each of the five roles can and cant do?  Thanks!

  • Piyush Paliwal Profile Picture
    Piyush Paliwal 817 on at
    RE: Voice of the customer security model

    Apologies, you already did that. Sorry to bother you again. Happy CRMing :)

  • Piyush Paliwal Profile Picture
    Piyush Paliwal 817 on at
    RE: Voice of the customer security model

    So can you please redo the action and this time mark my response as the answer. Currently it looks like your own response "yes, great thank you" is set as the answer.

  • Martyna Profile Picture
    Martyna 470 on at
    RE: Voice of the customer security model

    yes, that's what I was meant to do

  • Piyush Paliwal Profile Picture
    Piyush Paliwal 817 on at
    RE: Voice of the customer security model

    Am glad that I was able to help you out here. However, as a practice you need to select verified answer to the response which helped you resolve the problem and not your own response.

  • Verified answer
    Martyna Profile Picture
    Martyna 470 on at
    RE: Voice of the customer security model

    yes , great thank you

  • Verified answer
    Piyush Paliwal Profile Picture
    Piyush Paliwal 817 on at
    RE: Voice of the customer security model

    The short answer is Yes they are controlled by the security model. When you install VOC solution then a few security roles also comes along with it and you would be able to create a survey only if a role is assigned to your user.

    Following is the list of roles

    • Survey Administrator
    • Survey Designer
    • Survey Feedback Publisher
    • Survey Service
    • Survey User

    Let me know if this helps. 

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