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

Conducting a live poll during a meeting

The Microsoft Forms app for Microsoft Teams enables you to conduct live polls during a Teams meeting.

Installing the Forms app

To use the app, you first need to add the Microsoft Forms app to your meeting by following these steps:

  1. Edit your Teams meeting and open the Details tab.
  2. Add the Microsoft Forms app to your meeting by clicking + in the tab header of the meeting tab, as shown in Figure 4.8:

    Figure 4.8 – Adding an app to a Teams meeting

  3. Search for and add the Forms app, as shown in Figure 4.9:

    Figure 4.9 – Adding Forms to the Microsoft Teams tab

  4. Review and agree to the terms of use by clicking on the Add button.
  5. Click save to complete the installation.

Now that you have added the Microsoft Forms app to your meeting, you can use the app to create poll questions prior to the meeting.

Creating poll questions

Use the following steps to configure the poll questions:

  1. Open your...