Project feedback and Client survey solution – Dynamics 365
Session Overview: Project feedback and Client survey is a solution primarily based around surveys developed in Customer Insights – Journeys. The whole idea was to streamline the whole process of surveying internal / external users. We wanted to relieve all the pressure of creating forms, questions, tracking answers and gathering it all in one place.
With this solution we allow users to dynamically generate a form (using custom trained AI, the forms are enriched with custom HTML, CSS, and JavaScript and can be completely personalized for each client needs) based on the users input and the requirements of that survey process.
To encapsulate the whole process, we leveraged AI Builder capabilities, to give users a deeper insight into gathered responses, which consists of AI Summaries, AI sentiment based on the answers and also proposed next steps to improve on. Also, a thing we can’t go on without are dashboards which visualize all these KPIs.
Join us to empower your survey processes!
Learning Objectives:
- Understand how to streamline internal and external survey processes using Customer Insights – Journeys and custom AI-driven form generation.
- Learn how to leverage AI Builder for real-time feedback analysis, including AI-generated summaries, sentiment analysis, and actionable insights.
- Explore how dynamic dashboards and visual KPIs can provide stakeholders with meaningful and digestible survey data for informed decision-making.
Speakers: Bojan Culibrk, Massimo Lolli
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Artificial Intelligence (AI), Automation, Integration
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
