Summary
This module explained how you can use Dynamics 365 Customer Voice to help your organization improve customer relationships by using effective account management. You learned how to collect periodic customer feedback by using the appropriate survey at the correct time or after critical moments of truth have occurred with your clients. Organizations that use Dynamics 365 have the ability to add the Send Survey option so that users can send survey invitations directly from Dynamics 365 leads, opportunities, contacts, accounts, and cases from the Microsoft commercial marketplace. Now, you have the tools to create views and graphs in Dynamics 365 Sales or Customer Service, which will help you provide account managers with dashboards for an analytical overview of survey responses and gathered feedback. You can apply these learnings to future considerations when gathering account management and sales-related feedback.