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

Previewing a survey

You can preview how your survey will look to your survey respondents by clicking the Preview button in the command bar at the top of the page:

Figure 3.29 – Preview button on the command bar

You can preview the survey in Computer or Mobile mode. Note that because we added a branching rule, Microsoft Forms will automatically hide other questions and only show them depending on the answer to the first question:

Figure 3.30 – Previewing the survey in computer mode

Based on how the survey respondent answers the question, the branching rule determines the next set of questions to show:

Figure 3.31 – Additional survey question that appeared based on how the previous question was answered

I am frequently asked about the ability to format the layout of a survey. Microsoft Forms does not support freeform layout as we automatically adjust the layout based on the screen size...