Dynamics 365 Rocker's Blog

After reading this blog, You will be able to do following: Set up Voice of Customer in MS Dynamics 365. Design and publish Surveys. Prerequisite: User must have MS Dynamics 365 subscription. Limitation: Only internet explorer supports survey's designer form. Setup Voice of customer: Click on “Navigate to other applications” Go To à Admin à Admin Center à Click on Dynamics 365 Click on application tab: Select Voice of customer and click on manage. Wait for few minutes until you get "install" message. What happens in CRM There is new primary ribbon added in Dynamics 365 with name “Voice of Customer”. Main entities in this module are: There are following security role imported in CRM when you setup Voice of customer: If you want to Create,Update,Delete and Design a survey then you must have "Survey Administrator" or "System Administrator" security role. Surveys: Survey

After reading this post you will be able to do following: Create a new Dynamics 365 portal. Create Dynamics 365 portal user. Add web roles to a portal user. Add and publish a page on Dynamics 365 portal. Prerequisite : You must have subscription of Dynamics 365. Create Portal Instance: Click on “Navigate to other applications” Go To à Admin à Admin Centers à Click on Dynamics 365 Click on application tab: Select Portal and click on manage.     Fill up all details as mentioned below: Select "Portal Audience" and "Portal to be Deployed". Click on "Submit" button then click accept on popup window then you will get below message: Your screen will looks like as shown below once portal get installed: You can browse portal by clicking on base portal url. Login to portal: Once you click on "Base Portal URL" then you have to register yoursel