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IDEA: To include a function to generate "Word Cloud" based on selection of data from existing system records in CRM"


Use case: to have a word cloud showing the most popular enquiry/feedback received from xxx during the period of yyyy.


Thank you


Reference enquiry:

CRM Product Enquiry - Word Cloud function availability / feasibility

(Current environment is using Microsoft Dynamics V9.1 on prem)


CRM users are using structured/customized reports to generate case analysis for study and insights. We would like to know, beside using CRM reports for reporting purpose, would there be a function in CRM to generate “Word Cloud” based on specific selection of data from exiting system records.


Ref sypport case TrackingID#2211020050000067

"Function to generate Word Cloud based on specific selection of data from existing system records"


Solution: After a thorough discussion within our team to ensure that we check all possible options to address your concern, the option to generate “Word Cloud” directly based on specific selection of data from existing system records is, unfortunately, not available at present.


We would suggest you export records from CRM to Word/Excel then you can easily create word cloud using Microsoft Word. Refer to this article about export data Export to Excel from Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn and please refer this article How to create a Word Cloud in Microsoft Word ) for your own reference.


Please visit this link to raise your idea: https://experience.dynamics.com/ideas/. This product suggestions are raised directly to our Product group and over here you can share the feedback with them regarding the product design/features or any additional functionally.


STATUS DETAILS
Completed
Ideas Administrator

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