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

License requirements for Microsoft Forms and Customer Voice

Microsoft Forms is included in most Office 365 work/school account subscriptions and is also available as part of your free personal Microsoft account (such as for outlook.com). The Microsoft Forms that comes as part of your personal Microsoft account is similar to the one that comes as part of your work/school account but has a limit of 200 responses per survey and does not include the following features:

  • Share to collaborate
  • File upload question type
  • Customization of theme color
  • AI-based insights on report summary
  • Email receipt
  • Grading and post-quiz scores
  • Office integration

The version included as part of your work/account Office subscription includes a limit of 200 surveys/user and 50,000 responses/survey.

Customer Voice requires a license and is not included as part of your Microsoft 365 subscription. The Customer Voice license is based on survey responses. You can distribute your survey to as many people as you need, and the usage is tracked when you receive survey responses. The Customer Voice base license starts at $200 for a 2,000 responses-per-month capacity for your entire organization. There is no additional user license for Customer Voice but anyone using Customer Voice will be linked to the same capacity. For example, if there are two users in your organization and each user receives 100 responses for a survey they create, you have 1,800 as your remaining response capacity.

Customer Voice tracks usage against capacity at the annual level to provide flexibility for organizations to send surveys periodically (such as quarterly or annual surveys), so you can use your annual capacity at once and not send a survey again until next year. Chapter 11, Managing Usage with Dynamics 365 Customer Voice, will cover how you can manage capacity, including how to distribute capacity to different department users and how to track usage against capacity.

Several Dynamics 365 applications include 2,000 survey responses/month as part of the license entitlement. These applications are listed here:

  • Dynamics 365 Customer Insights
  • Dynamics 365 Sales Enterprise and Sales Premium
  • Dynamics 365 Customer Service Enterprise
  • Dynamics 365 Marketing
  • Dynamics 365 Project Service Automation
  • Dynamics 365 Human Resources

Note that the 2000 responses included as part of your Dynamics 365 subscription is for your entire organization (not for each user). If you need additional responses, you can purchase an additional license at $100/1,000 responses per month.