Dynamics 365 Customer Voice

In Dynamics 365 Customer Voice, the current behavior is that uploaded files are saved to OneDrive by default.  

Although it is possible to specify the destination of the file using Power Automate, we would like to improve this so that the destination of uploaded files can be specified directly from the form properties or Dynamics365CustomerVoice settings without using other connectors. We would like to see improvements to this functionality. 

Hi

is there any way to remove the auto-generated footer content :

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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.

Our customer has detailed requirements in terms of logo positioning and style, therefore just placing a single, static header image is not sufficient.

All requirements regarding the tool could easily be fulfilled if a vector-based (modern) image file format like svg is supported as a resource out of the box. Unfortunately, only BMP, GIF, JPEG, and PNG is supported.

• Please urgently add SVG-support to Customer Voice and all other Dynamics 365 products where still missing!
• Additionally, it would be handy to link images from web addresses or a customer's CDN.

By fulfilling this request, you'll basically add advanced functionalities like right-aligning logos inside headers, responsive layouts and custom styling options to your offering basically for free.

Thank you!

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.

Dynamic 365 Customer Voice Tool survey export issue

Able to export the Microsoft Customer Voice Tool survey in Excel format, but the questions are not available in the exported data. We would like to export the data in PDF format. Please try to enable the PDF option ASAP. Which would be highly appreciated.

Generally, you can use the Dynamics App for Outlook to track instantly emails with a user mailbox. However, as you are using shared queue mailboxes to track the emails sync time following the next rule:

Email synchronization occurs every 5 minutes. When a mailbox has many email messages, the interval can be reduced dynamically to 2 minutes. If the mailbox is less active, the interval can be increased up to 12 minutes. Generally speaking, you can assume that a mailbox will be synced at least once every 12 minutes.

Shared queue mailboxes with low volumes time are nearly 10 minutes instead of 2 minutes and we will suggest any way to manage sync to improve the time of sync in these scenarios.