Customer Voice Role Assignment
We would love to see integration of RBAC in Customer Voice with the standard (at least) or custom Dynamics365 roles. We contacted your support team in order to achieve the following solution:
- Control which agents can create and delete surveys, its questions and their answ...
STATUS DETAILSNew
Export All button of the Response Report to be anonymized
In the Reports section of Customer Voice, there is an 'Export All' button that will download an excel sheet will all customer data gathered when the surveys have been responded.
Currently, there is no function available in Customer Voice to anonymize the data inside after a pe...
Copy or Move a Project to a new environment with existing responses
There already exists a facility to copy a project to a different environment but this does not copy any existing responses along with it. It is proposed that it would be useful to have the option of copying responses too. I recognise that this could present challenges in terms of managing open s...
Sharing just a specific survey
Currently it seems that you are obliged to share a Project with all its Surveys when you want to share a Survey to collaborate with your colleagues. It would be useful to be able to share either a Project or just one Survey, not all Surveys under a Project.
Automating sharing of Projects related to Customer Voice
We would like to use Power Automate flow to share every newly created project to certain user (or service account).
Unfortunately currently with the Customer Voice connector in Power Automate you cannot share projects. There are only two acti...
Admin transfer of projects
Admins need the ability to transfer and/or restore a Customer Voice project for disabled/deleted accounts. Asking co-owners to make a copy of an existing project before the original project is deleted is not sustainable.
Recycle Bin
There should be a recycle bin also in Customer Voice like there used to be in Forms Pro. It would be better that deleting a survey or a project is not immediately a permanent action, but instead the item would only be soft deleted and end up in the recycle bin from where it could be either perman...
Archive Customer Voice Surveys
It would be really helpful to be able to archive customer voice surveys. I can't delete them because I occasionally need to refer back to the responses, but keeping expired surveys in the main project list gets very cumbersome and confusing. Even just the ability to create folders or group them s...
Create Folders in Project
Possibility to create folders in project with objetive that grouping surveys by folder
Ability to export Survey definition as managed and un-managed solution.
Ability to export Survey definition as managed and un-managed solution will provide seamless Application lifecycle management (ALM) experience with Microsoft Power Platform / Dynamics 365.