Dynamics 365 Customer Voice

Capture customer feedback against the right record.

With Customer Voice, customer feedback lands directly on the service case, project or event in the CRM. We set up questions, distribution and analysis and define who responds to feedback.

Explore functions and applications ↓
Product view from Microsoft documentation
Microsoft product view with sample data. Interface and functionality depend on version, licensing and configuration. Source and details ↗
Functions

Dynamics 365 Customer Voice functions

01

Build surveys

Design questions, branching, languages and satisfaction metrics for the occasion rather than one questionnaire for everyone.

02

Trigger distribution

Send invitations within agreed workflows, such as after case completion. Review distribution and follow-up rules.

03

Link feedback

Connect invitations and responses to customer and process context using Dataverse and Power Automate.

04

Act on results

Dashboards expose feedback and metrics. Assign owners for critical responses instead of reporting only averages.

Business applications

Typical use cases for Dynamics 365 Customer Voice

After a service case

Link feedback to a case and route dissatisfied customers into an agreed callback process.

Implementation and training

Collect application and training feedback to guide rollout without turning responses into performance promises.

B2B customer relationships

Milestone surveys complement account history and discussions, with defined access and follow-up ownership.

Architecture

Dynamics 365 Customer Voice in your system landscape

This explains the responsibilities. APIs, access and data ownership are agreed for your workflow.

  1. 01Customer workflow event
  2. 02Customer Voice invitation
  3. 03Response and Dataverse
  4. 04Analysis and follow-up
Requirements and boundaries

Check licensing and response capacity, identity matching, privacy and distribution rules before activation. Surveys do not replace customer conversations.

Is Customer Voice just Microsoft Forms?

Customer Voice is designed for feedback management with customer context, invitations and satisfaction metrics. Forms is not automatically equivalent.

Can feedback be processed automatically?

Yes, defined follow-up actions can use workflows. Commitments and business decisions remain controlled.

Related topics

Related products and services

Product documentationCustomer Voice – Überblick ↗Editorial review: 12 October 2026. Features and availability can change.

Planning to use Dynamics 365 Customer Voice?

Discuss your workflow, existing systems, implementation and operational requirements with us.

Tobias Lehmeier
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Tobias Lehmeier

Business processes, Dynamics 365 & Power Platform

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