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

Summary

In this chapter, we discussed best practices for creating, sending, and analyzing feedback surveys. It started with defining questions to measure your KPIs, key drivers, and open text comments to allow your respondent to add detail to their answers. The survey must be designed to be as easy as possible for your respondent to complete and when distributing the survey, you should convey the personal benefits to your respondents. Analyzing the survey involves comparing results between one period and another. The correlation between the KPI scores and key drivers may help explain the KPI scores. While open-ended questions provide good information to explain why a respondent has answered in a certain way, analyzing a large volume of text comments may be challenging and AI models such as sentiment, clustering, and classification techniques are often used to help analyze open text questions.

Having now familiarized yourself with how to design your survey, in the next chapter, we...