Customer Voice Survey Automation | Dynamics 365 | enCloud9

Turn Feedback Into Action with Customer Voice Automation in Dynamics 365

October 15, 2025 | By Brian Begley | Category: Customer Voice, Dynamics 365 CRM QuickTips

Sending a customer survey is easy—but what you do with the responses is what really matters. With Customer Voice survey automation in Dynamics 365, you can turn feedback into action through automatic follow-ups, real-time alerts, and data-driven insights. To learn more about how Customer Voice works alongside tools like ClickDimensions, explore our detailed overview of Customer Voice and ClickDimensions.

In this blog, we’ll quickly explain how surveys are sent, then shift the focus to what happens after: analyzing responses, automating tasks, and improving customer experience using Microsoft tools.

Step 1: Send a Survey to Enable Customer Voice Survey Automation

Sending Customer Voice Surveys | enCloud9

To begin, you can send a Microsoft Customer Voice survey directly from records like Contacts, Leads, Opportunities, Accounts, Cases, or Contracts in Dynamics 365. Simply open the record and click Send Survey. From there, select your survey, customize the message, and hit send. To learn how to set up and send surveys using Microsoft Customer Voice, check out our detailed Customer Voice Survey Guide

However, sending is just the starting point. Let’s look at what to do next.

Step 2: View Feedback for Customer Voice Survey Automation

Once your customer completes the survey, here’s how to view the feedback:

Go to customervoice.microsoft.com
Open your survey project
Click the Responses tab
Review each submission and overall trends
Optionally, export responses to Excel or Power BI

At this stage, you’ve collected useful data—but now it’s time to act on it with Customer Voice survey automation.

Step 3: Use Power Automate for Customer Voice Survey Automation

Instead of managing every response manually, use Customer Voice survey automation to build workflows that handle next steps for you.

Here are some examples of what you can automate:

⭐ Positive feedback? Send a thank-you email.
😞 Negative score? Automatically open a new Case in Dynamics 365.
🧠 Detailed comment? Alert a manager or assign to a support rep.
📊 All responses? Feed data into a Power BI dashboard.

As a result, your team can respond faster, reduce manual work, and focus on what matters most.

Want help building your first Customer Voice automation flow? Talk to an enCloud9 expert today.

Step 4: Build a Flow to Power Customer Voice Survey Automation

Setting up a flow in Power Automate is straightforward. Just follow these steps:

Visit Power Automate
Choose Create > Automated Flow
Use the trigger: When a new response is submitted (from Microsoft Forms)
Add steps such as:

- Get response details
- Apply conditions (e.g., “if score is under 6”)
- Create a record in Dynamics 365
- Send email or Teams notifications

Once set up, your Customer Voice survey automation will work in the background—responding instantly when feedback comes in.

Step 5: Analyze Data Trends with Customer Voice Survey Automation

Beyond individual responses, it’s important to spot trends. Here’s how you can use your automated system to gain valuable insights. Looking at one response can help you fix a single issue—but the real value comes from spotting patterns. Over time, your automated system can show you if satisfaction scores are rising or falling, which teams are performing best (or need support), and whether certain problems keep coming up in customer feedback. You can even compare how different products or regions are doing. With these insights, you’re not just reacting—you’re making smarter, long-term decisions.

With Customer Voice survey automation and Power BI, you can turn one-time feedback into long-term strategy. For deeper insights and real-time reporting, connect your survey results to Power BI. To learn how to turn survey responses into visual insights, check out our blog on creating Power BI dashboards in Dynamics 365 and watch our video on building dashboards from CRM data.

Step 6: Tips for Effective Customer Voice Survey Automation

To make your Customer Voice survey automation truly effective, it’s important to go beyond just sending and receiving responses. Start by using variables to personalize each survey, making the experience feel more relevant and thoughtful for the customer. Then, build in logic that routes feedback based on specific keywords or score thresholds—ensuring the right team is notified at the right time.

Once responses are collected, you can tag them in Dynamics 365 to make filtering and reporting easier. Over time, this allows you to group customers by their satisfaction levels and tailor future follow-ups based on their experience. By sharing weekly insights with your sales or support teams, you keep everyone aligned and proactive. A well-built system doesn’t just react—it helps your business continuously improve.

Real-World Examples of Customer Voice Survey Automation

Support Feedback Escalation: A customer gives a 5/10 and mentions “slow response.” Automation creates a follow-up task, alerts a supervisor, and sends a personalized apology email—all within minutes.

Post-Purchase Sales Survey: After rating their experience 9/10, a customer triggers an automated thank-you email. Their feedback is logged in the rep’s dashboard and flagged for a future testimonial.

Internal Training Evaluation: Employees complete a training survey. Responses flow into a Power BI dashboard, highlighting areas to improve and helping managers track engagement.

All of this happens without anyone needing to manually track the response—saving time while showing the customer that their feedback truly matters

Need a faster way to respond to feedback? enCloud9 can help you automate your process and streamline survey response handling.

Final Thoughts on Customer Voice Survey Automation

To wrap up, collecting feedback is important—but acting on it is critical. With Customer Voice survey automation, you can close the loop, respond faster, and make better decisions based on real customer input.

When integrated with Dynamics 365 and Power Automate, this system helps your business listen, learn, and lead with confidence.

📞 Let enCloud9 Help You with Customer Voice Survey Automation

At enCloud9, we specialize in helping small to mid-sized businesses unlock the full potential of Dynamics 365. Our team of certified Microsoft experts works closely with you to implement smart, scalable solutions that fit your unique processes.

Whether you’re just getting started with Customer Voice or looking to take your survey automation to the next level, enCloud9 is here to help. We’ve delivered hundreds of successful projects across industries—from manufacturing and professional services to healthcare and finance.

Our services include:

Dynamics 365 Implementation & Customization
We tailor CRM solutions to your business needs, ensuring fast adoption and long-term value.
Customer Voice Survey Automation Setup
We build and optimize automated workflows to collect, analyze, and act on feedback—without extra effort.
Power Automate Workflow Design
From simple alerts to complex case routing, we design flows that save your team time and increase productivity.
CRM Rescue & Optimization
If your current system isn’t working, we help get it back on track through cleanups, redesigns, and hands-on support.
Training & Support
We train your team to get the most from Dynamics 365, including how to manage and evolve your Customer Voice projects.

With enCloud9, you get more than a technology partner—you get a long-term advisor committed to helping you drive customer engagement, improve internal efficiency, and grow your business.