Book Image

Working with Microsoft Forms and Customer Voice

By : Welly Lee
Book Image

Working with Microsoft Forms and Customer Voice

By: Welly Lee

Overview of this book

Microsoft Forms and Dynamics 365 Customer Voice enable organizations to collect and analyze feedback from employees and customers, helping developers to integrate their feedback and business users to collect feedback that will guide them to develop customer-centric solutions. This book takes a hands-on approach to leveraging Microsoft Forms and Dynamics 365 Customer Voice capabilities for common feedback scenarios and covers best practices and tips and tricks to have your solution up and running in no time. You'll start by exploring common scenarios where organizations collect feedback from employees and customers and implement end-to-end solutions with Forms. You’ll then discover how to create surveys and get to grips with different configuration options commonly used for each scenario. Throughout the book, you'll also find sample questions and step-by-step instructions for integrating the survey with related technology such as Microsoft Teams, Power Automate, and Power BI for an end-to-end scenario. By the end of this Microsoft book, you’ll be able to build and deploy your complete solution using Microsoft Forms and Dynamics 365 Customer Voice, allowing you to listen to customers or employees, interpret their feedback, take timely follow-up action, and monitor results.
Table of Contents (16 chapters)
1
Section 1: Working with Microsoft Forms and Customer Voice
5
Section 2: Implementing Common Feedback Solutions with Microsoft Forms and Dynamics 365 Customer Voice
12
Section 3: Administering Microsoft Forms and Dynamics 365 Customer Voice

Alert notifications for satisfaction metrics

At the beginning of the chapter, I shared a use case of an automotive manufacturer that sends a customer feedback survey to a new car owner. If the customer is not happy with the car, an alert is generated.

To implement this scenario, you can use the alert notification feature in Customer Voice. An alert is generated based on a satisfaction metric value. Customer Voice supports the definition of satisfaction metrics on your project and maps the metric to survey questions in the same project. In addition to the standard metrics, such as Net Promoter Score® (NPS) and Customer Satisfaction (CSAT), you can also create custom metrics based on your specific scenario.

Figure 9.5 shows an example of a new car survey that measures different aspects of customer experience (question 2):

Figure 9.5 – An example survey question for an automotive dealer

You can create a custom satisfaction metric that calculates...