Dynamics 365: Feedback Entity

Introduction

Enabling feedback on you entity gives customers the ability to write feedback or rate the entity record. In a sales scenario you can enable the Product entity to get feedback from users regarding your products,

Enable Feedback on Entity

  • Go to Settings > Customizations > Customize the System.
  • Under the Components > Entities select the entity that you want enabled feedback on.
  • Under Communication & Collaboration, select the Feedback check box.
  • Publish all your customizations

If you enable a entity for feedback it cant be disabled at a later stage.

Add Feedback sub-grid to entity

  • Go to Settings > Customizations > Customize the System.
  • Under the Components > Entities select the entity that you enabled Feedback on in the above step.
  • Open the entity Form where you want to display the Feedback sub-grid
  • Select your Section > click Insert > Sub-Grid
  • Fill in the Name and Label for your Sub-Grid
  • Records: Only Related Records
  • Entity: Feedback (Regarding)
  • Default View: Active feedback
  • Click OK
  • Save & Publish Form

Following Data is save on the Feedback entity

  • Feedback title
  • Feedback comments
  • Feedback rating. You can also define a range for ratings by specifying a minimum and maximum (numerical) value for ratings. For example, a rating of 4 on the scale of 1-5.
  • Normalized rating for feedback that is automatically calculated to show the specified user rating scaled to a value between 0 and 1 based on the minimum and maximum rating values.
    The normalized rating is calculated as follows: (Rating – Minimum Rating) / (Maximum Rating – Minimum Rating).
  • Feedback status such as Open or Closed
  • Feedback source to display the source from where the feedback was submitted. If the feedback was created from within Dynamics 365, the value is set to Internal. Developers can add a value of their choice depending on the application used to provide feedback.
  • User who created or last modified the feedback record
  • Entity record that the feedback is associated with

 

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