Use Dynamics 365 Customer Voice to quickly create and send customized surveys to keep in close contact with your customers. View responses in automatically generated reports that highlight important trends and flag outlier scores for immediate attention. Track the customer metrics that matter the most to your business to make informed decisions.
Status: Production |
Tier: Standard |
Version: 1.1 |
Name |
Summary |
Retrieves the schema of the pipes configured in this survey |
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Send a survey |
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Retrieve user owned and shared projects |
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Retrieve user owned and shared surveys |
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Retrieve user email templates |
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Create an invitation |
Name |
Summary |
Name |
Summary |
The fields to send to WebMerge |
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The fields to send to WebMerge |
Summary: Retrieves the schema of the pipes configured in this survey
Description: Retrieves the schema of the pipes configured in this survey.
Syntax:
Dynamics365CustomerVoice.getFormsPipeData (string FormId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
FormId |
string (Survey) |
Select a survey |
True |
Returns:
Summary: Send a survey
Description: This action sends a survey to a specified list of recipients and creates a survey invitation for each recipient.
Syntax:
Dynamics365CustomerVoice.sendSurvey (string to, string ProjectId, string FormId, string EmailTemplateId, [advanced][Optional]string Regarding, [advanced][Optional]string RecipientInfo, [advanced][Optional]string firstName, [advanced][Optional]string lastName, [Optional]sendSurveyParameterItem item)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
to |
string (To) |
Add a list of recipients this survey is sent to |
True |
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ProjectId |
string (Project) |
Select a project |
True |
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FormId |
string (Survey) |
Select a survey |
True |
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EmailTemplateId |
string (Email template) |
Select an email template |
True |
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Regarding |
string (Regarding) |
Relate this invitation by providing an entity id and entity type from this CDS in the format: entity type name, entity id |
False |
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RecipientInfo |
string (Recipient details) |
If the recipient is from CDS, specify an entity id and entity type of the recipient to relate in the format: entity type name, entity id |
False |
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firstName |
string (First name) |
If the first name was personalized in email or used in pipe, enter the value here to replace |
False |
|
lastName |
string (Last name) |
If the last name was personalized in email or used in pipe, enter the value here to replace |
False |
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item |
(The fields to send to WebMerge) |
An object that represents the posting of fields. |
False |
Returns:
Type:string
Summary: Retrieve user owned and shared projects
Description: Retrieve user owned and shared projects.
Syntax:
Dynamics365CustomerVoice.GetProject ()
Returns:
Type:array of (GetProjectResponseItem)
Summary: Retrieve user owned and shared surveys
Description: Retrieve user owned and shared surveys.
Syntax:
Dynamics365CustomerVoice.GetSurvey (string ProjectId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
ProjectId |
string (Project) |
Select a project |
True |
Returns:
Type:array of (GetSurveyResponseItem)
Summary: Retrieve user email templates
Description: Retrieve user email templates.
Syntax:
Dynamics365CustomerVoice.GetTemplates (string FormId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
FormId |
string (Survey) |
Select a survey |
True |
Returns:
Summary: Create an invitation
Description: This action creates a survey invitation and returns a personalized invitation link.
Syntax:
Dynamics365CustomerVoice.createSurveyInvite (string ProjectId, string FormId, [Optional]string Email, [advanced][Optional]string subject, [advanced][Optional]string firstName, [advanced][Optional]string lastName, [advanced][Optional]string Regarding, [advanced][Optional]string RecipientInfo, [Optional]createSurveyInviteParameterItem item)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
ProjectId |
string (Project) |
Select a project |
True |
|
FormId |
string (Survey) |
Select a survey |
True |
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string (Email) |
The email address to identify the survey invite, Optionally enter the recipient info. |
False |
|
subject |
string (Subject) |
Subject of the invitation |
False |
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firstName |
string (First name) |
If the first name was personalized in email or used in pipe, enter the value here to replace |
False |
|
lastName |
string (Last name) |
If the last name was personalized in email or used in pipe, enter the value here to replace |
False |
|
Regarding |
string (Regarding) |
Relate this invitation by providing an entity id and entity type from this CDS in the format: entity type name, entity id |
False |
|
RecipientInfo |
string (Recipient details) |
If the recipient is from CDS, specify an entity id and entity type of the recipient to relate in the format: entity type name, entity id |
False |
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item |
createSurveyInviteParameterItem (The fields to send to WebMerge) |
An object that represents the posting of fields. |
False |
Returns:
Type:createSurveyInviteResponse
Summary: The fields to send to WebMerge
Description: An object that represents the posting of fields.
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
InvitationId |
string
|
The unique identifier of the created survey invitation. |
Invitationlink |
string
|
The personalized invitation link of the survey. |
Unsubscribelink |
string
|
The unsubscribe link of the survey. |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Name |
string
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ProjectId |
string
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|
Summary:
Description:
Properties:
Name |
Type |
Summary |
Name |
string
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FormId |
string
|
|
SurveyId |
string
|
|
Summary: The fields to send to WebMerge
Description: An object that represents the posting of fields.
Properties:
Name |
Type |
Summary |