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Dynamics 365 Customer Voice

 

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Capture Customer Feedback & Take Action

Understanding your customers' experiences and opinions is vital for long-term success. Dynamics 365 Customer Voice empowers organizations to capture real-time customer feedback, analyze key metrics, and gain actionable insights to drive customer satisfaction and improve services. At TrellisPoint, we specialize in implementing Dynamics 365 Customer Voice to ensure your business can easily collect, analyze, and act on customer feedback, all while integrating seamlessly with your existing Dynamics 365 ecosystem.

 

Microsoft Dynamics 365 Customer Voice Key Features

D365 Customer Voice for Managers

Integration with Dynamics 365

Integration with Dynamics 365

Dynamics 365 Customer Voice integrates with Dynamics 365 Sales, Marketing, and Customer Service, providing a comprehensive view of customer interactions and feedback. 

Customizable Surveys for Targeted Insights

Customizable Surveys for Targeted Insights

Dynamics 365 Customer Voice allows managers to create custom surveys tailored to specific business needs, such as gauging satisfaction levels, product feedback, or service performance.

Centralized Feedback Management

Centralized Feedback Management

Dynamics 365 Customer Voice enables managers to oversee all surveys and responses from a single dashboard, making it easier to monitor and compare performance across departments or regions.

Data Security and Compliance

Data Security & Compliance

With Microsoft’s industry-leading security features and built-in compliance with standards like GDPR, Dynamics 365 Customer Voice gives managers peace of mind that customer feedback is handled securely and in accordance with legal requirements.

Custom Alerts and Follow-Up Actions

Custom Alerts & Follow-Up Actions

Managers can set up custom alerts and automated follow-up actions based on customer feedback, ensuring that no important responses are overlooked.

D365 Customer Voice for Teams

Real-Time Feedback Access

Real-Time Feedback Access

Team members benefit from having instant access to customer feedback, enabling them to respond faster to customer needs

Customizable Dashboards

Customizable Dashboards

Team members can customize their dashboards to track the metrics most relevant to their role.

Collaboration Across Teams

Collaboration Across Teams

The integration of Customer Voice with other Dynamics 365 applications enables smoother collaboration between departments. Sales, marketing, and customer service teams can all access the same feedback data.

Easy Follow-Up with Customers

Easy Follow-Up with Customers

With customer feedback linked directly to Dynamics 365 records, team members can follow up with customers quickly and effectively.

Reduced administrative work

Reduced Administrative Work

The automated feedback collection and integration capabilities of Customer Voice significantly reduce the manual administrative workload for team members.

Easily Gather Customer Feedback

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Monitor Survey Performance in One Place

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Include Surveys in Outlook

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Build Engaging Surveys

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Popular Integrations with Dynamics 365 Customer Voice

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Sharepoint


Integrating Customer Voice with SharePoint allows businesses to store, manage, and share survey data and insights securely across their organization. It’s particularly useful for teams that need a centralized location for feedback data, documents, and project files related to customer surveys.

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Dynamics 365


Customer Voice integrates seamlessly with other Dynamics 365 applications like Sales, Marketing, and Customer Service. This integration allows survey feedback to be directly linked to customer records, helping teams track feedback alongside customer interactions and behaviors. For example, sales teams can view customer satisfaction scores directly in Dynamics 365 Sales, while customer service teams can respond to survey results from Dynamics 365 Customer Service.

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Power Platform


Customer Voice integrates with Power Automate, Power Apps, and Power BI within the Power Platform to enhance automation, customization, and reporting:

  • Power Automate:
    Automate workflows, such as sending follow-up surveys or alerts when certain survey responses are received.
  • Power Apps:
    Build custom apps that leverage survey data to create unique solutions for your business needs.
  • Power BI:
    Visualize survey data in powerful dashboards and reports, enabling real-time analysis and insights for decision-makers.


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Outlook


A Customer Voice and Microsoft Outlook integration allows businesses to embed surveys directly into emails sent to customers. This streamlines the process of gathering feedback, as recipients can respond to surveys without leaving their inbox. It also ties survey responses back to Dynamics 365, so teams can track feedback alongside other customer interactions.

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Microsoft D365 Customer Voice FAQ

TrellisPoint Can Help!

Implementing Microsoft Dynamics 365 Customer Voice can revolutionize how you gather and act on customer feedback, streamline team workflows, and enhance customer satisfaction. At TrellisPoint, we specialize in delivering customized implementation services that help you maximize the potential of this dynamic feedback management tool, ensuring you capture valuable insights and drive meaningful engagement.

TrellisPoint Can Help! Just Let Us Know How!