How to send an on-demand Customer Voice surveys from Microsoft Dynamics 365

How to easily send a Microsoft Dynamics 365 Customer Voice survey from any Dynamics 365 application, allowing you to collect personalized feedback from your customer records.

1. Go to https://appsource.microsoft.com/en-gb/product/dynamics-365/msfp.customervoicedistribution?tab=Overview

After completing the installation, the Send Survey command appears on Tables like:

You can send a survey from the following entities:

• Contact
• Opportunity
• Lead
• Account
• Case
• Contract

You can only send surveys that are shared with you or created by you. If no surveys are shared with you, you can create a new survey (if you have permission to create a survey) and then send it to your customers. If you have Share privilege on the Customer Voice survey entity, you can share a survey with other users or team.

As a  Dynamics 365 user, you can send a Dynamics 365 Customer Voice survey to your customers from within the customer engagement application’s interface at the right time in the customer’s journey. You don’t need a license and access to Dynamics 365 Customer Voice to send a survey

Screenshots of Sending a Customer Voice Survey

(Screenshots from Microsoft AppSource – Dynamics 365 Customer Voice Page)