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 went over an example of a customer experience manager at a bank who collects feedback from her customers each month using a list of customers provided by her operations team. This example is based on real-life scenarios from two bank customers I have worked with.

We discussed how you could send surveys, which are linked to her Dynamics 365 system. The survey responses are automatically captured in Dynamics 365 so that anyone in the company working with the customer can get the latest customer feedback. You can also create a custom Power BI dashboard to view the survey results and combine the customer feedback with other customer information. Since the Power BI dashboard is connected directly to the backend system, you do not need to export data from the survey system and import it into the reporting system. The Power BI dashboard can be refreshed periodically so that everyone will always get the latest information.

In the next chapter, we will discuss...