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

Chapter 7: Collecting Periodic Customer Feedback with Customer Voice

Collecting customer feedback periodically such as quarterly or annually is a common way to understand the mood of your customers. Customer feedback must be integrated with your Customer Relationship Management (CRM) system and survey responses must be linked to the customer records in the system. This is important so that you can get a complete insight into your customers, and the feedback can be available to anyone who needs to interact with the customer. When a customer complain to you, it expects everyone in your organization to know about the complaint.

Customer Voice enables you to integrate survey data with your customer records in your business application. If you are using Microsoft business applications such as Dynamics 365, then you can use the built-in integration functionalities in Customer Voice. If you are not using Dynamics 365, you can connect to your business application through Power Automate...