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Installing and enabling the “Voice of the Customer” surveys in Microsoft Dynamics 365

The “Voice of the Customer” is a new feature which is available in Microsoft Dynamics 365, the main purpose is to create and capture feedback about your product or service. Using “Voice of the Customer”, it is possible to easily set up, distribute and capture responses from surveys.

In this blog we will look at how to set up and install the Voice of the Customer application within Microsoft Dynamics 365.

Installation

To begin the installation, you will first need to log in to portal.office.com using Global Admin or Dynamics 365 System Admin details. Once logged in follow the steps below:

  1. Click Admin centers >> Dynamics 365.
  2. This will open the Manage all Dynamics 365 instances page:

Install VOC 1

    3. Highlight the instance you wish to install the solution on and click the edit icon next to Solutions

    4. Highlight the Voice of the Customer solution, and then click the Install icon.

Install VOC 2

    5. Proceed through the Terms of service to accept the terms.

Before installation is completed, the status will be Not Installed. After installation is initialised, it will take a few moments to begin the installation and then the Status will be updated to Installation Pending. Once the solution is ready, the status will change to Installed.

Enable Voice of the Customer

After installing the Voice of the Customer solution, you must accept the terms and conditions to configure it in Dynamics 365 before it will function. Log in to Dynamics 365 as an ‘admin’ user then follow the steps below:

    1. Navigate to Settings >> Customizations
    2. Select Solutions
    3. Double click Voice of the Customer
    4. Select Configuration, tick the I agree to the terms and conditions and click Enable Voice of the Customer

When the configuration is completed, you can then begin using Voice of the Customer surveys which will appear in your Navigation bar as an entity.

Install VOC 3

Troubleshooting

If either of the issues below are encountered, ensure that you have agreed to the terms and conditions and enabled Voice of the Customer (see Enable Voice of the Customer above).

  • “ISV code aborted the operation” when trying to preview
  • “setting {0} was not found” when trying to publish

Notes

Voice of the Customer has the following limitations designed to optimize performance:

  • You can publish a maximum of 200 surveys.
  • You can include a maximum of 250 questions on a survey. If you've enabled feedback for a survey, you can include a maximum of 40 questions.
  • You can create a maximum of 25 pages per survey.
  • You can send a maximum of 10,000 email invitations that include piped data in a 24-hour period. Any emails that exceed that amount will remain pending during that time and will automatically start sending when the time limit is over.
  • Voice of the Customer will pull a maximum of 2,400 survey responses per day.
  • Voice of the Customer allows storage of a maximum of 1,000,000 survey responses.

Contact Us today for more information on Microsoft Dynamics 365 Voice of the Customer and how to create customer surveys, alternatively you can visit C2’s Video Tutorial page.

11 Nov 2016

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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