01. Features related to collecting feedback
Survey distribution capabilities that enable you to send surveys across multiple customer engagement channels.
| Feature | Description | Public preview | General availability |
|---|---|---|---|
| Pause and resume survey | “Survey respondents can partially fill in a long survey, pause it, and then resume later to complete it. This functionality allows respondents to take their own time and complete the survey at their own pace. “ | – | Apr 2021 |
| Auto prefill answer | Auto prefill answer enables survey owners to prefill survey answer based on the survey respondent’s information from Azure Active Directory (for example, prefill a user’s email address when a question asks for email) or Dynamics 365 (for example, last product purchased by the customer). | – | Jul 2021 |
| Power Automate survey response trigger | Dynamics 365 Customer Voice provides out-of-the-box survey response trigger for custom follow-up workflow actions. This will trigger Power Automate flows whenever a survey response is received. Users can use the survey response values in the follow-up actions in a flow. | – | Jul 2021 |
| Survey reminder | Survey authors can review the status of a survey invitation and send email reminders to the recipients who have not responded to the surveys. | Apr 2021 | Jul 2021 |
| Partial response | Survey authors can specify whether to accept partial response in which any unsubmitted answers are collected and reported. When survey respondents submit the survey, the partial response is updated with the final response. | May 2021 | Jul 2021 |
02. Insights and follow-up
| Feature | Descriptions | Public preview | General availability |
|---|---|---|---|
| Integration with Dynamics 365 Marketing customer journey | This feature enables you to configure a follow-up action based on Dynamics 365 Customer Voice survey results in the Dynamics 365 Marketing customer journey. | Apr 2021 | – |
| Text analytics support | Dynamics 365 Customer Voice automatically categorizes text responses into different categories, which helps a user to quickly determine the key areas customers are talking about and the distribution of sentiments based on these areas. | Apr 2021 | Jul 2021 |
03.Simplified survey authoring
Simple-to-use experience to create personalized surveys based on customer information from your business application.
| Feature | Description | Public preview | General availability |
|---|---|---|---|
| Personalize survey | Survey authors can upload a .csv file with contact information and use any contact attribute to personalize survey questions and survey invitations. Changes to the contact information can be updated directly in Dynamics 365 Customer Voice. | – | Apr 2021 |
| Cascading question type | Cascading question enables survey owners to upload a list of related answers (such as country, city, and state) and create questions that automatically filter the answer options based on a survey respondent’s previous answer. For example, if you select United States as an answer to a question about country, the next question shows only the list of US states. | Apr 2021 | Jul 2021 |
04. Survey Administration
Enable administrators to manage survey usage in the organization.
| Feature | Description | Public preview | General availability |
|---|---|---|---|
| Custom email address for survey invitation | Dynamics 365 Customer Voice supports an organization’s administrators to configure a sender’s email address to use the organization’s email address instead of the default Dynamics 365 Customer Voice email address. | – | Apr 2021 |
| Custom survey header | Designing the look and feel of your survey to match your organization’s branding is not only important to make your survey look professional but also to provide trust to your survey recipients. Your customers are more likely to open and respond to the survey if it looks familiar. Dynamics 365 Customer Voice makes it easy for survey authors to configure the survey look and feel by customizing the survey header. | – | Apr 2021 |
| Support for report-only user access | Dynamics 365 Customer Voice enables a project owner to share survey results and dashboards to business users without giving them edit access to the survey. | – | Jul 2021 |
| Over-survey management | Dynamics 365 Customer Voice supports a built-in over-survey management policy to prevent customers from getting too many surveys. As an administrator, you can specify the time between sending surveys. Any surveys sent during the specified time are stopped and the survey owner is warned for over-surveying risks. Administrators can specify whether a survey owner can proceed with sending the survey after the warning. | Apr 2021 | Jul 2021 |
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