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Dynamics 365 Customer Voice

Customer feedback stored where your team works.

We set up Dynamics 365 Customer Voice so surveys go out at the points that matter and the answers land against the customer record in your CRM. Your team sees satisfaction scores next to the rest of the customer's history and can trigger a follow-up the moment a poor score comes in.

Talk to our Dynamics team See how we set it up

What we do

Surveys connected to your CRM.

Customer Voice, previously Forms Pro, collects feedback by email, SMS or the web. We configure it inside Dynamics 365 so the results feed your service, sales and reporting rather than sitting in a separate survey tool.

Customer Service

Surveys sent when a case closes, with scores visible on the case and the customer.

Dynamics Customer Service

Sales

Feedback from prospects and customers alongside the opportunity and account history.

Dynamics Sales

Automated follow-ups

Power Automate flows that alert the right person when a response needs action.

Power Automate

Survey reporting

Power BI reports on Net Promoter Score, CSAT and trends over time.

Power BI

Marketing

Feedback feeding the segments and campaigns you run in Dynamics 365.

Dynamics Marketing

Support

Changes to surveys, flows and reports once you are up and running.

Dynamics 365 support

3 score types

Net Promoter Score, CSAT and custom scores, built in

20+ years

of Microsoft experience in the team

1 working day

to come back to you after you get in touch

How we work

How a Customer Voice project runs.

01

Discovery

We agree the moments you want feedback on, such as a closed case or a completed order, who needs to see the results and what should happen with a poor score.
02

Design

We design the surveys from Microsoft's templates or from scratch, the scoring and the follow-up rules, and review them with you.
03

Build

We configure Customer Voice in Dynamics 365, connect the surveys to the right records, build the follow-up flows and reports, and test the whole loop.
04

Train

Your team learns to edit surveys, read the results and act on responses, so you are not relying on us for small changes.
05

Go live

We send the first surveys with you, check responses are landing in the right place and adjust anything that needs it.

FAQ

Frequently asked questions.

What is Dynamics 365 Customer Voice?

Microsoft's survey tool for Dynamics 365, previously called Forms Pro. It collects feedback by email, SMS or the web and stores the answers against your CRM records.

What can we measure?

Net Promoter Score, CSAT and your own custom scores, which you can report on in Dynamics 365 or Power BI.

Can a bad score trigger an action?

Yes. We set up automated flows so a poor response alerts the right person or opens a follow-up task straight away.

Do we have to write surveys from scratch?

No. Customer Voice includes ready-to-use templates with question sets, workflows and reports, which we adapt to your needs.

Talk to our Dynamics team about Customer Voice.

Tell us what you are working on and we will come back to you within one working day to arrange a call.