Summary

In this chapter, we reviewed the administrative settings for Microsoft Forms and Dynamics 365 Customer Voice to enable you to set the policy for surveys created in your organization. Customer Voice includes built-in integration with Dataverse. You can use the default Dataverse instance or a Dynamics 365-based Dataverse instance. When you connect Customer Voice to Dynamics 365 instances, you need to assign additional roles in the Dynamics 365 to ensure that only authorized users can send surveys to your contacts in Dynamics. Finally, we reviewed how to copy Customer Voice projects from one environment to another for multi-environment deployments.

In the next and last chapter of this book, we will review Customer Voice licensing and how you can manage license allocation.