Tuesday, 31 October 2017


A step by step guide to create survey using voice of customer in dynamics 365

First of all, go to the Admin center in Dynamics 365, Applications area and choose Voice of Customer Application and click install.

After clicking on the install button and it show up with the voice of customer as been installed successfully.

The Voice of the Customer functionality allows you to add theming to your surveys.  
To do so you just navigate to the Images and Themes area of the Voice of Customer 
And from there you can go ahead and create an Image record and upload a logo that you want to use in your survey will be accomplished in later steps.  After you upload the logo and save the record you’ll be able to see a preview of the image.

You can also go to the themes area and create your own logo and i strongly advice you to appoint UX designer to create the logo for your organisation image.

Now you have your image and theme setup, you’re ready to create your survey. 
  • Navigate to Voice of the Customer –> Surveys, and click New to create your new survey.  
  • You’ll see on the survey form that there are a lot of options to configure your survey.
  • We’re not going to cover them all in this post but you’ll notice that the we’re able to apply the Image and Theme we created previously.

In order to actually start building out the survey questions, you need to change from the 
Survey to the Designer form.  You’ll notice that here there’s also the Dashboard form where
you can see statistics about survey responses.  For now we’ll click on Designer and start creating some questions.

On the Designer form, you have the ability to add or delete pages in your survey via the buttons that appear underneath the vertical page layout on the left.  You can’t delete the Welcome or Complete page – 
those are required for all surveys.When in the design mode, you’ll be able to drag question types from the right over onto the main pane in the middle.  When you hover over a question on the page, 
you’ll be able to delete the question, make quick edits inline on the page to the question label, or click the pencil icon to take you to a more advanced editor so you can change more settings for the question other than the label. 

The following code snippet can be placed in the email or link to the website, embed the code with custom code:


You can create  the response routing see the below image.

Something else you can do to add logic to your survey is to create Response Routings.  An example of when you’d use a response routing is if 
you want a customer to fill out an additional question, if they answered a certain way on a previous question.  For example, 
you may ask the customer how they’d rate the experience with your company, and if they provide a low rating, 
you may want to display an additional question to gather more information on why they felt that way.  
To get to response routings, click on the related records dropdown of your survey.

When you setup your response routing rules, you need to create Conditions and Actions for each Response Routing.  
See below how we’re only showing the “Can you please provide us with additional information” question if the user responded 1 to the star rating question.  
Otherwise we don’t show it.

After completing the above, your survey is ready to be published.  If you toggle back to the Survey form, you can click on the Preview button to see 
what the survey would look like to your end users. 
When you’re all set, you can click on Publish so that the survey is now accessible externally.

Monday, 9 October 2017

Create Apps in Dynamics 365 using new App Designer and Site Map Designer in Dynamics 365

Hi Folks

Today I am going to blog on dynamics 365 app module, how to create an App in dynamics 365.

Here are the steps to follow:
Goto Settings > My apps

Click on the My app then

Click on the Create App and fill in the Name, description fields and click Done..

 The following Screen will appear and click on the site map configuration which is highlighted in the red ..

App Module designer will appear and select the Area tile on the screen and fill in the properties and create the subarea and group and fill the properties..  Press the + symbol to see the area, subarea and group section

Then Save and Close.. and following screen  will appear..

 On the below screen select the Account Forms and click the "account " and "Information" forms and repeat the same for the Account Views with "accounts I follow" and "Active Accounts", then click on the validate app on the right hand corner.

then the following screen will appear..

On the Screen click on the Account form then on the left hand side Required fields will appear and for the time being I have selected all the dependencies and click on the Add Dependencies button bottom of the screen.

Publish the App and we can see the App on the below screen as App Test (I have renamed it, you don't worry)

Click on it then it will take us to the App Test module on the Application as follow:

I hope this is helpful to someone.

Happy Day..


Please check the below list of new features as follows:

1)Admin wizard to add an entity to the Portal

2)App Module, App Designer, and Sitemap Designer enhancements 

3)Conversation view for private messages and Twitter replies

4)Engagement History contains user information

5)Listening and engagement on LinkedIn Organization Pages

6)Listening and engagement on YouTube

7)Microsoft Social Engagement user interface is now available in Japanese and Chinese

8)MultiSelect Option Sets

9)New recommendation type in Social Selling Assistant: Get Insights

10)NOT IN support for Advanced Find

11)Portal interaction tracking

12)Portals German Sovereign Cloud support

13)Power BI content pack for Social Engagement

14)Prospect to cash integration of Dynamics 365 for Sales and Dynamics 365 for Operations

15)Security enhancements: User session management

16)Sell more with Social Selling Assistant

17)Share a post to LinkedIn

18)Source code for Portals

19)Support Azure AD-B2C for Portal authentication using a single sign-on (SSO) configuration

20)Support timezone independent date formats in Portals forms

21)Use Virtual Entities to integrate external data at runtime

22)View Designer UPDATED

23)Web client visual refresh

I hope this helps

Happy Day..

Sunday, 8 October 2017

Dynamics 365 Customer Engagement V9 July Version deprecated release

Dynamics 365 Customer Engagement  V9 July Version 2017 deprecated release

Details on Microsoft Official documentation site:

  1. Dynamics 365 for Outlook (Outlook client) is deprecated
  2. Service scheduling in Dynamics 365 for Customer Service is deprecated
  3. Dialogs are deprecated
  4. Usage of Parature knowledgebase as the Dynamics 365 knowledge management solution is deprecated
  5. Project Service Finder app is deprecated
  6. Contracts, Contract Line Items, and Contract Templates entities are deprecated
  7. Standard SLAs in Dynamics 365 for Customer Service are deprecated
  8. Relationship Roles are deprecated
  9. Mail Merge is deprecated
  10. Announcements are deprecated
  11. Ready-to-use business processes available through Add Ready to Use Business Processes setting are deprecated
  12. Some client APIs are deprecated – Details of APIs deprecated with their replacements.
  13. EntityMetadata.IsInteractionCentricEnabled property is deprecated
  14. Silverlight (XAP) web resource is deprecated