Home > CRM Development, CRM Integrations, MSCRM General > xRM – Designing Survey Applications in Dynamics CRM

xRM – Designing Survey Applications in Dynamics CRM


I have seen many people talking about designing survey applications in Dynamics CRM. I have analysed different approaches to design survey application and their integration with Dynamics CRM 4.0 during my stay at OA Systems.
  CRM survey comparison

Using WSS/MOSS 2007

WSS 3.0/MOSS 2007 provides a very comprehensive tool for planning, designing. Executing and analysing surveys. Following feature are provided out of the box in WSS/MOSS:
• Planning/Designing Survey
• Branching Survey
• Various Question Types
• Comprehensive analysis tool
• Executing survey

MOSS survey 1

MOSS survey 2

MOSS survey 3

MOSS survey 4

MOSS survey 5

Pros 

  1. Out of the box tools for Designing, Distributing, Executing and Analysis
  2. WSS 3.0 is Free so no Licensing Cost
  3. No Development Cost as its out of the box

Cons

  1. Data will be saved outside CRM
  2. Unavailability in offline client

WSS/MOSS survey can be integrated with MSCRM using IFRAME. This is a loose integration and data will be saved and presented in WSS/MOSS and not in CRM.

 Using InfoPath
Survey can be designed in InfoPath/Windows Form Server. InfoPath forms can be transmitted and rendered in IE. InfoPath Forms can collect information and save the survey response. This is also not ideal solution as data is saved in InfoPath forms and a comprehensive analysis tool needs to be developed.

infopath survey

Pros 

  1. Surveys can be designed in InfoPath
  2. Can be distributed using Online or by sending emails

 Cons 

  1. InfoPath required for Email Surveys
  2. Analysis tool needs to be developed for Response analysis and reporting

Custom Solution in CRM (xRM)
Custom solution can be developed with enough development effort. In this solution, survey is planned/designed and analysed in MSCRM but executed using Custom web application. This custom web application will be integrated in CRM or rendered online to execute Survey and collect survey response.

This solution provides access to survey data using web client, outlook online and outlook offline.

crm survey

Pros

  1. Available web, online and offline clients
  2. Fully supported and upgradable
  3. Executed through Custom Web application
  4. Survey Data and Response will be saved in Dynamics CRM

 Cons 

  1. Considerable development effort is required
  2. License is required in order to expose CRM data to non users

OA Systems Ltd

OA Systems are a specialist supplier of Microsoft Dynamics CRM, Business Intelligence and Office Collaboration software and services including Microsoft Office Sharepoint Server.

Whether it’s Customer Relationship Management (CRM) or Business Intelligence (BI), a successful deployment goes beyond just the software and its implementation. It requires a complete business strategy involving a number of factors: processes, technology and professional services.

Please comment or send your suggestions/issues at ayaz.ahmad at hotmail dot com.

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  1. October 10, 2009 at 3:27 am

    great findings…this helped me a lot thanks for sharing.

  2. October 19, 2009 at 5:24 am

    Thanks. Let me know in case you need any more help on this.

  3. Jay
    October 30, 2009 at 2:19 pm

    Could you post a high res. image of the CRM schematic? If not, could you email it to me? I am looking to do something similar in CRM. Thanks.

  4. November 11, 2009 at 1:35 am

    Amiable position room up your good work.

  5. Abi
    November 12, 2009 at 6:08 pm

    Hi,
    Excellent article.
    I am not able to read the diagram. Can you please send it to me by email.
    Thank you.

  6. November 16, 2009 at 10:42 am

    Hi! Thank you for trying to offer solutions. As many people working as an Internet seller, I preferably work with Outlook as my email client and with the help of Email Sorter Wizard, an Outlook add-on, I file all my e-mail. I will pass the info onto some friends.

  7. January 3, 2010 at 12:42 pm

    Very valuable idea

  8. March 8, 2010 at 5:15 am

    Good stuff here on this post, if anyone else is reading the comment section you should check out the rest of this guys articles becouse he knows what he is talking about

  9. Ahmad
    May 7, 2010 at 11:39 am

    Hi Ayaz,

    good effort 🙂

    I can’t read the text in the images. Can you please send it to me by email ?

    Thanks,

  10. Andrew Perkin
    April 8, 2011 at 2:46 pm

    Thanks for this, we are about to emabark on building survey functionality. Can you send me a readable version of the ER diagram as it might save us time or offer a different approach to teh one we are considering.

  11. Mohamed Ramadan
    April 14, 2011 at 8:49 am

    Dear Ayaz,

    Please share with us more information about the custom solution. We need to know more about if you have any experience with its design and implementation. What is the alternative paths and the Pros/Cons of each.

    Also if there are already developed products?

  12. April 14, 2011 at 11:46 pm

    Hi Mohammad,
    There are many Survey solution on top of CRM plateform developed by partners. Just google it.

  13. custom software development company
    June 29, 2011 at 6:01 pm

    Nivista is Custom Software Development Company offers services in .NET Application

    Development, Dynamic CRM, Sharepoint Application Developement, Business Intelligence

    Reporting, OffShore Software Development etc. We are expertise in providing IT and ITES

    solutions. Custom Software Development Company

  14. January 5, 2012 at 7:02 am

    Great post. I was checking constantly this blog and I am impressed! Extremely helpful information particularly the last part 🙂 I care for such information much. I was looking for this certain info for a long time. Thank you and good luck.

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