Distribute VOC Survey via SMS

I was working on task where I need to distribute Voice of Customer Surveys via SMS. To send SMS from D365, we configured PowerSMS which works with Twilio to send SMS. The solution to send SMS is simple, create an SMS Message activity record using a workflow and set the status to Pending Sent. This […]

SurveyResponses VOC

Survey’s entity in Voice of customer provides us with a report to export responses. However, when you export, you see the questions where multiple responses are enabled are exported as multiple columns. Our customer is used to a format where these multiple responses come as one column with values separated by a delimiter. As the […]

Multi Select Option set – Learnings

Last year, when multi select option sets were released, I wrote an article about this new data type and how it will be displayed on the form. You can find it here. Recently, while working on a project got a chance to work with multi select option sets and found out that there are few […]

Field Service Agreements

Here I would like to mention a few important points w.r.t exam preparations Agreements act as a framework for automatically generating work order and invoices. The system allows you to define a work order recurring schedule for a period of time. * One Agreements can have multiple schedules For example An Agreement can have a […]

Unable to Import FSDemoData using Package Deployer

This was an issue I faced while working Field Service Demo data for exam preparation. Field Service Demo data is provided as part of training which can be used to understand the functionality. Package Deployer tool was provided to import few customizations and some data into CRM organisation. However, When I tried to run this […]