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

Chapter 10: Administering Microsoft Forms and Dynamics 365 Customer Voice

Microsoft Forms and Dynamics 365 Customer Voice provide some administrative settings to enable administrators to set policies for creating surveys in their organization. In addition, Customer Voice saves survey data to Dataverse, and there is some setup that a Dataverse administrator has to complete before connecting Customer Voice with Dataverse.

In this chapter, we will review the administration settings for Forms and Customer Voice, walk through process of setting up users in Dataverse for Customer Voice, and review functionalities to help you to move Customer Voice projects from development to test and product environments.

The chapter is organized as follows:

  • Administration settings for Microsoft Forms
  • Administration settings for Customer Voice
  • Managing permissions for Customer Voice
  • Managing project deployment for Customer Voice

By the end of the chapter, you will understand...