Master Dynamics 365 Service Analysis & Voice Of The Customer

Create Power BI dashboards with content packs inside Dynamics 365 for service analysis, design charts and goals, enable editable grids, and export reports to Excel.

Use Power BI with Dynamics 365 to create interactive dashboards from multiple data sources, with real-time insights beyond built-in dashboards.

Learn to create and customize service dashboards in dynamics 365, choosing layouts and adding charts, lists, a PowerBI tile, web resources, and an i-frame for personal and system dashboards.

Design and create system and personal charts in Dynamics 365, select chart types such as column, bar, pie, funnel, and donut, customize, publish, and share or export them to solutions.

Identify goal management components in Dynamics 365 for service, including goal metrics, targets, actuals, in-progress values, and the default metrics of cases, product units, and revenue.

Define goals in Dynamics 365 service management by creating case metrics with actual and in-progress rollups, setting a quarterly target for Abhay Sharma, and recalculating progress toward resolved cases.

Learn to implement and configure advanced find in Dynamics 365, selecting an entity, applying multiple filters with and/or logic, and saving personal views for quick data access.

Learn how to create and use editable grids in Dynamics 365 to edit records directly from the view, with grouping, filtering, and bulk editing across web, phone, and tablet.

Explore Dynamics 365 service reports, learn to use out-of-the-box reports, apply filters, and use horizontal groupings and vertical groupings (owner, status, origin, case, priority), then save or export results.

Design reports in Dynamics 365 using the report wizard to create, customize, and run a case-focused report with grouping, columns, filters, and export options.

Explore exporting content from Dynamics 365 to Excel, including static and dynamic worksheets, dynamic pivot tables, and Excel Online; create and refresh Excel templates with charts and data.

Review the module to learn how to create and add PowerBI dashboards to Dynamics 365, design service dashboards, set and track goals, use editable grids, and export reports to Excel.

Explore how to implement voice of the customer in Dynamics 365, design and distribute surveys, route responses, and analyze feedback to improve customer experience.

Explore voice of the customer features in Dynamics 365, including surveys, responses, themes, reports, and dashboards, and learn how to plan, listen, act, and measure to improve customer experience.

Install voice of the customer in your Dynamics 365, enable it in the admin center and edit solutions, then monitor surveys, survey responses, outcomes, and settings.

Configure voice of the customer in Dynamics 365 using settings, configurations, logs, and imports. Manage default templates, e-mail snippets, and validation to customize surveys and feedback dashboards.

Explore the surveys overview and learn the three forms—surveys details, survey designer, and survey dashboard—and how to publish, configure, and monitor responses in Dynamics 365 for voice of the customer.

Learn to create a service survey in the voice of the customer within Dynamics 365, configure details and themes, and tailor invitations after case resolution.

Learn to design a multi-page Dynamics 365 voice of the customer survey with a welcome page, questions, and a complete page using a drag and drop designer.

Learn how to pipe Dynamics 365 data into surveys to personalize questions with customer names, product, service, and location, improving conversion rates.

Link survey questions to create targeted reporting in Dynamics 365, defining reporting text and linking related questions for service agent performance, customer experience, and product experience.

Explore route responses in Dynamics 365 surveys using predefined conditions with and/or logic, applying client level actions (show, hide, skip) and server level actions (notify, create case) based on answers.

Discover two practical methods to distribute Dynamics 365 surveys—email snippet with a unique link and anonymous links—plus automate delivery via case-resolution workflows, iframe support, and pipe data personalization.

Analyze survey data in Dynamics 365 using dashboards and charts to track responses, customer satisfaction, and effort scores, then drill into per-question insights to drive service improvements.

Review the voice of the customer components and set up in Dynamics 365, including survey design, linking questions, conditional routing, distribution options, workflows, and dashboard analysis.

Download the exam preparation notes PDF from resources, print or save a soft copy for quick reference, and review it multiple times to prepare for the exam.

Recap covers Power BI dashboards, service dashboards, goal management, advanced find, editable grids, built-in reports, voice of the customer surveys, installation to analysis, MB2-718 exam prep.