Dynamics 365 Customer Voice

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

Hi,

As my customer is transitioning into Customer Insights, they were about to send their yearly CSAT survey via RTM Journeys. But while testing, we noticed that all responses in Customer Voice shows as 'Marketing respondent'. When sending with OBM, all respondents show as 'Firstname Lastname'. It would be a great improvement if also surveys sent via RTM would show respondent information when survey is not set to collect data anonymously.

Since this is a CSAT survey for specific key customers, it makes no sense sending it anonymously. The whole point is to gather info on how to improve the specific relationship. It means my customer will have to use OBM journeys for as long as possible, but will have no tool for this kind of feedback in June 2025 once Outbound is removed.

Thanks in advance!

Best,

Elisa

When sending an email with a link to a survey within a journey, the email takes the parameters of the contact but the survey does not so all variables on the survey are under default value.

This should be changed so that the context of the contact is passed to the survey variables.

Currently, Customer voice form created / updated, we are not able to track audit history to check why updated this Voice form.

So can help to enable audit in this Customer voice portal?

While the current design of Dynamics 365 does not support creating alerts for custom score satisfaction metrics, it is crucial for Microsoft to address this need and develop the functionality. This limitation represents a significant gap in the product's capabilities. It would be very beneficial to be able to set up alerts for all types of metrics, allowing clients to efficiently process customer feedback.

There are 2 fields in Dataverse table Survey Invite, "From" or "From email address". When we send survey invite to the customers. Survey Invite records get created but these two fields are empty always. There is no way to track from which email address or user the survey invite was sent.

This will be great if we can capture this as well.

If you have hundreds of users, it is time consuming and impractical to set up each one individually, so we request a way to set up the start date of mailbox processing all together.

We believe that the addition of this feature will improve user convenience.

When updating the target environment, Customer Voice should update the email template if it already exists. Otherwise, create a new email template.

The recent behaviour (only implemented this year) is Customer Voice always create a new email template in the target environment even though that email template already exists which result to duplicate record in the target environment.

We are a large organization that has alot of environments , and many were installed with D365 Apps that cannot be removed.. Therefore the Survey Makers will see a very big list of environments to choose from. This will be confusing for them plus they will not be able to create a survey in all of them if they do not have the correct security role.

For our company to start using Customer Voice, we will need an Admin Interface that will allow us to control the Environments that are viewable. i.e. we can select/tick the environments that will be viewable.

Linking an environment to a security group could also be acceptable

When we send a survey by clicking on Send Survey button on a Contact, we need to analyze the responses based on the user who has initiated the survey sending (The user who has clicked on the button), but unfortunately we could not find any information who was the survey sender.

Note: A Survey invitation is created by Standard Microsoft Flow and "Send a survey" Action. But since the flow is run on the context of the admin user, therefore the "Created by" field on Survey invite record is the admin user and not the initiating user. We noticed that survey sender is kept as Ownerid of "msfp_customervoiceprocessor" record, but unfortunately it is not passed to Survey Invitation! If that already available information on "msfp_customervoiceprocessor" could have been sent to "Survey Invitation" table by Microsoft that would make it possible to make the report that we need and maybe many other organizations using Customer Voice would need the same as well. As an example to make a report on Customer Satisfaction metric related to each agent.