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

Administration settings for Customer Voice

Dynamics 365 Customer Voice is often used for collecting feedback from customers outside your organization, and the settings are simplified to reflect the scenario. You can access the settings for Customer Voice from the same Org Settings page in Microsoft 365 admin center as for Microsoft Forms. The settings for Customer Voice are shown in Figure 10.13:

Figure 10.13 – Admin settings for Customer Voice

The first two settings, Record names of people in your org and Phishing protection, are the same as in Microsoft Forms.

The additional setting that is unique for Customer Voice is the setting to customize the email address surveys are sent from.

Send survey from a custom email address

Customer Voice supports sending a personalized survey invitation email to your survey recipients. The email is tracked so you can get a report when the survey recipient opens the email. When sending the survey invitation...