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Microsoft Dynamics CRM

Dynamics 365 – Two Ways to View VoC Survey Responses

By June 1, 20173 Comments

When I first started using Voice of the Customer (VoC) Surveys, I was under the impression that you could only view survey responses by clicking into each individual survey response. This is great if you need to drill down into a specific survey response (eg. Investigating low customer satisfaction scores), but so painful for broader analysis! Thankfully, there’s a decent out-of-the-box report called ‘Survey Summary’ that we can use–and it’s a good template to start from for a customized report. In this tip, we’ll walk through each method to view the responses.Drill-Down: View Individual Responses
Navigate to Voice of the Customer, then Survey Responses:
To open an individual survey response, click on the link in the ‘Name’ column of the record:

Now we can see LOTS of details and a printout of their responses:


Survey Summary Report
One might think that this report is found under Voice of the Customer -> Survey Responses, but it is not! This report is found under VoC->Surveys:

Either place a checkmark next to the appropriate survey in the list or click into the survey. Find ‘Run Report’ in the ribbon menu and select ‘Survey Summary’:

This produces a nice report that shows, well, a summary of your survey. You can drill-down into each question to produce more specific metrics:

I think the summary report is a good, basic report and could be customized further in Visual Studio.

If you have any questions or comments, please let me know down below!

Join the discussion 3 Comments

  • Mohamed Sanuj says:

    Survey summary report count is different, in your picture above I also facing the same issue, is this a behavior of VOC ? Please advise

    • Megan Hagedorn says:

      Hi Mohamed,
      Could you clarify your issue a bit? You can send me an email with screenshots to megan@marksgroup.net if you like! One possible explanation is that survey questions are not mandatory (you can change this!), so participants are able to only answer one question and submit the survey, for example, causing different Response Counts.
      Cheers!
      Megan

  • Oscar says:

    Hi there,
    I’m now using dynamics 365 and VoC installed. But I cannot find any options in Run Report button on toolbar. Where I can find or enable the reports for use? Thanks a lot.

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