16 Aug’16

Dynamics CRMFeedback and Rating in CRM 2016 Update 1

Microsoft Dynamics Update 1, provides a new option to track the feedback and ratings for the records that are present in CRM i.e. allows customers to write feedback and track response or provide rating for a particular record.

  1. Select the Entity for which you want to track Feedback for e.g. Accounts.
  2. So a new option “Feedback” appears on General Tab under the heading of Communication and Collaboration on Entity Level.
  3. Once this option is checked it creates a 1: N Relationship between Account and Feedback Entity.
  4. So we open Account Record we can see Feedback option
  5. So now we can create a feedback for this record.
  6. The first section of the form tracks the basic details like the Title, Comments, Regarding and Source.
  7. Regarding tracks information for which the feedback is created.
  8. Source by default has two option: Internal and Portal. We can also add options as per our requirement.
  9. While the second section on the form tracks the rating for the record with three fields:
    1. Rating
    2. Minimum Rating
    3. Maximum Rating
  10. Based on the values provided on the above three fields the normalized value is calculated.
  11. By default, the business rule is written on Normalized Rating field present on header of the page.
  12. Normalized Rating field can also hold the negative rating value. This happens when the Rating value is less than the Minimum Rating Value.
    So the business rule can be changed according to the user requirement to avoid the negative normalized values.
  13. Also in case of multiple feedbacks a simple rollup field can be used to keep the count for number of feedbacks for that particular record.
  14. So this is how we can track the Feedback and Rating in CRM.

     

    Written by

    Team Member

    CloudFronts

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more