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
Thanks Ryno Engelbrecht…It was really nicely explained and really helpful.