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 8: Automating Customer Support Surveys with Dynamics 365 Customer Voice

Collecting feedback after a customer service call is standard practice for a customer service process. After a customer support issue is resolved, the customer often gets given a survey to ask for their feedback. Customer Voice includes a template to help you implement feedback in your customer service process. The template not only includes common survey questionnaires for customer service feedback but also includes a workflow to automate sending the feedback request when a support case is resolved. In addition, Customer Voice provides a Power BI report template to show the feedback results in the context of support cases.

In this chapter, we will look at how you can use and customize those templates. Note that we will go over a workflow as part of the template and require some working knowledge of Power Automate. If you are new to Power Automate, please check out Microsoft learn resource at https...