Improve customer relationships using effective account management with Dynamics 365 Customer Voice

Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Voice
Sales

This module describes how you can improve customer relationships by using Dynamics 365 Customer Voice surveys and satisfaction metrics. Additionally, you will learn how to use aspects of Dynamics 365 Sales to get actionable insights.

Learning objectives

In this module, you will:

  • Discover how to gain insights from your customers by using the Periodic customer feedback template in Dynamics 365 Customer Voice.
  • Learn how to send surveys directly from Dynamics 365.
  • Create customer satisfaction scores for your customer records.
  • Discover how gathering feedback can help you improve relationships and actively sell to your current client base.

Prerequisites

Basic understanding of the Dynamics 365 Customer Voice app