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Category Archives: D365 Customer Service

Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement

Introduction: This blog details steps for displaying Company Insights V 4.2 for Custom Form in D365 Customer Engagement. Pre-requisites: 1. Company Insights solution installed with version 4.2 2. Custom Form for Entity Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Open custom form “FSA Account” 2. Insert … Continue reading Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement

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Reconfigure Voice of the Customer

Introduction: If the Voice of Customer solution is accidentally deleted or misconfigured, it might not be able to receive survey response. You can repair or restore the Voice of the Customer configuration. Steps for restoring configurations are listed below for Web client and Voice of Customer app. Web client: Sign in to Dynamics 365. Go … Continue reading Reconfigure Voice of the Customer

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Voice of the Customer failed to install

Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly to install the solution but failed. Below is the error that usually people get. How to install? Installing Voice of Customer is an easy process. If you are facing some error, you might be doing something wrong. The … Continue reading Voice of the Customer failed to install

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Voice of the Customer – Resolved Issues

Introduction: Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we … Continue reading Voice of the Customer – Resolved Issues

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Dynamics CRM Marketing list members sync with MailChimp- Part 2

Introduction: This blog is the continuation of Part 1 and it will show you the code that are required for the action to work and the workflows created in CRM. Steps: 1. Add a button on marketing list using Ribbon Workbench and script which calls the action. 2. Create an action “MailChimpBatchCreateCall” that triggers on … Continue reading Dynamics CRM Marketing list members sync with MailChimp- Part 2

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Dynamics CRM Marketing list members sync with MailChimp- Part 1

Introduction: This blog will depict an idea on how we can integrate the members of CRM Marketing List to MailChimp Marketing List. Description: We had a requirement to add all the members from CRM static marketing lists to Mail Chimp marketing list. There were many marketing lists in CRM and exporting/importing data for each marketing … Continue reading Dynamics CRM Marketing list members sync with MailChimp- Part 1

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Integrating Twilio Web Service with D365 CRM Online to send SMS Messages

Disconnected systems cause your business processes to be inefficient. How quickly can you get new products up on your eCommerce store? How long does it take you to update inventory counts? When these processes are too slow, it negatively impacts your performance. You can’t keep up with your competitors. Overall, these issues can lead to … Continue reading Integrating Twilio Web Service with D365 CRM Online to send SMS Messages

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Voice of Customer survey with SMS in Dynamics CRM

Customer service is the backbone of any organization. Any company that desires to progress or scale-up high should focus on providing the best customer service to their clients. But, with so many things happening at the same time, it is pretty tough to provide it. Hence, it is wise to use  Dynamics 365 customer service, … Continue reading Voice of Customer survey with SMS in Dynamics CRM

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Voice of the Customer for Dynamics CRM 2016

Introduction Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we … Continue reading Voice of the Customer for Dynamics CRM 2016

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