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Jennifer Havir Senior CRM Administrator

Jennifer Havir

Joined: 5/7/2021

  • Ability to add multiple products on mobile app

    Fri, 07 May 2021 13:31:37 GMT – Dynamics 365 Sales – Needs Votes 

    Currently only one product can be added at a time to an opportunity from the mobile device. With the improved functionality and ease of use to add multiple products on the web, it would be beneficial for the users to have the same capability to add multiple products using their phone.

  • Retroactively Attach Survey Responses to a Satisfaction Metric

    Wed, 31 May 2023 20:19:17 GMT – Dynamics 365 Customer Voice – New 

    We created another survey shortly after the initial one was created to segregate Live Agent survey responses from Virtual Agent responses. Unfortunately, when the second survey was created, it was not properly attached to the Satisfaction Metrics. As a result, there are 8 surveys unaccounted for when pulling the metrics in Customer Voice, even though they are showing in our Dynamics environment.


    It would be helful if there was a way to go back and attach those surveys to the Satisfaction Metric.