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Customer Voice Role Assignment
Suggested by Carlos Novas Valle – New – 0 Comments
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 answers.
- Control which agents can edit/which can not edit those surveys, questions and answers (separately, as those are different entities in Dynamics)
- Do it all checking that specific agent D365 roles, apart from those needed within the Customer Voice application)
Hope you all like the idea! If you would find it useful, please share it and vote!
Thanks in advance.
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To be able to remove footer when embeding a form on a website
Suggested by Martin Hasselström – New – 0 Comments
When embedding a form on a website, it is crusual to be able to remove the footer from the form.
Today we can edit the footer text, but it would be preferable to be able to remove the entire footer block with the information that is saying Powered by Dynamics 365 Customer Voice. The other information is already removable.
For a "verified" company, this should not be necessary information to have and I have never seen any other embedded form "out there" with this information.
The whole idea of having a form embedded on a site is to make the form feel seamless integrated and not just a form who is placed "on top" of the site. It is a shame that it is not possible to add screenshots of what I mean.
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The anonymous response switch is automatically set to "yes" following any changes made in a Customer Voice survey
Suggested by Rosa Vlasveld – New – 1 Comments
If a survey is generated in Customer Voice with anonymous answers set to "no," the survey will revert to "yes" as soon as any updates are made. This ultimately enables anonymous survey responses.
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Add possibility to get non-anonymous responses when distributing CV survey via customer journey
Suggested by Thomas Haugen – New – 0 Comments
My client would very much like to be able to distribute a post-event CV survey via D365 marketing customer journey, and get non-anonymous responses back. Currently this is not possible OOTB according to MS support team.
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Adding a batch processing option in the Fixed Asset budget journal
Suggested by Anuchida Boonrungroj – New – 1 Comments
We have a problem calculating budget depreciation for large datasets, as it requires processing cumulative monthly values. Without batch capabilities, this results in excessive processing times and system slowdowns.
We propose adding a batch processing option in the Fixed Asset budget journal to:
• Segment workloads by fixed asset groups or criteria.
• Run proposals in smaller, manageable batches.
• Schedule batch runs during off-peak hours.
We believe this will improve our system performance.
Thank you very much for your support.
Anuchida
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Unable to change the owner of a project/survey in Customer Voice
Suggested by Xiaowu Chen – New – 0 Comments
Dear team,
Hope you are doing well!
Please find my 2 ideas below for details, thanks!
(1) We know there was a limitation on the product that users cannot change the owner for a project. It will cause many issues that if the owner left the company or went on leave, then it is impossible for other back up to manage the project anymore. Will there be a plan to work this out?
(2) Cannot identify who is the owner of the survey, it is product design that users can cooperate within one project to design surveys. And if other users created surveys in a wrong project, then it is impossible for the manager to delete/remove the wrong surveys and it is messing the project. Hope this will get fixed in the future.
Thanks!
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Export All button of the Response Report to be anonymized
Suggested by Kristiana Galinova Yordanova – New – 0 Comments
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 period of time.
There are scenarios where customer data is gathered during initial survey but within a specified time it will be deleted - via a Flow in Dynamics, but this Export always keeps the data.
Can we have an option to Delete the data for a single reply, but there is no button to bulk delete all replies. Can we add this function?
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NPS answer scale with color code
Suggested by Jérome Broussard – New – 0 Comments
Please provide the possibility to add color code to NPS answer scale (as in other survey tool) : red 0 to 6, orange 7-8, green 9-10 -
Possibility to embed Customer Voice survey (first few questions) in an email on Marketing email designer
Suggested by Samyuktha Kamath – New – 5 Comments
1. Add embed survey function on email designer 2. Make it possible for recipients to answer and submit survey responses without leaving the email. As of today, it's only possible to attach CV survey as link on the email editor and no option is available to embed the survey directly as part of the email. This is only possible when the survey is directly sent from customer voice (atleast it's possible to embed the first question). We send all our email from Dynamics Marketing and it would be really valuable if this survey embed function was also available in the email designer on Marketing, so that recipients can preview questions of the survey and moreover don't have to go to another page to complete it. This will have a huge positive effect on the response rate as it cuts out an additional step. Note: With the available embed function today, it is only possible to preview survey questions by embedding them in email. It is not possible for recipients to submit responses without being redirected to the CV survey page. -
Ms Forms and Dynamics voice urgently needs 25+ more question types like time / sp lists , sign on glass (has Microsoft Falling behind ??)
Suggested by Damien Watkins – New – 0 Comments
Ms Forms and Dynamics voice urgently needs 25+ more question types like time / sp lists , sign on glass (has Microsoft Falling behind ??)
Your Forms and Dynamics customer voice product needs to be more like the plumsail product ...
Sharepoint badly needs to have a publish to the play store option ?
Your power automate product needs to actually work outside of examples with copy and paste
Sharepoint needs to urgently have the basics of normal web forms
Ms needs to interoperate with zaps
Your staff need to better understand that forms should be able to publish to the dataverse and data blobs.
You need to catchup to Google and have maps