Share and coauthor surveys with your team

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Voice. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Nov 14, 2022 -

Business value

Sharing a project with multiple people in the organization helps them to collaborate on the structure and layout of surveys within the project. The people with whom the project is shared become the co-owners of the shared project. The business value of this capability is tremendous since this will ensure that none of the projects or collected customer feedback gets lost if the original survey owner leaves the organization after a project is shared. Long-running projects and surveys will be preserved when shared with a team, even if one or more owners leave the organization.

Feature details

The capability ensures the following behavior on sharing of a project: 

  • For tenants where a user is allowed to create a Microsoft 365 group, project sharing ensures:

    • A Microsoft 365 group is created automatically in Azure Active Directory whenever a project is shared, and the person with whom the project is shared becomes part of the group along with the survey owner. 
    • The ownership of all surveys within the shared project gets transferred to the newly created group.
    • A project co-owner has the same level of permissions as the project owner. This means a co-owner can create, edit, update, delete, and share the project.
  • For tenants where group creation is restricted, the sharing experience will present the survey owner with a list of existing groups for sharing the project, and the ownership of all surveys within the shared project gets transferred to the selected group.