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

Customizing the Customer Voice report template

When using the support template, the Customer Voice survey invitations and survey responses are automatically added to the contact and support case's activity timeline in Dynamics 365. Opening the survey response activity will show the Dynamics 365 user the survey results, as we discussed in Chapter 7, Collecting Periodic Customer Feedback with Customer Voice.

Since the survey response is linked to the case, you can create a custom Power BI report that can combine case information with survey results.

Customer Voice provides a Power BI app template to help you get started. You can download the template from https://aka.ms/customervoice/pbi/support.

The dashboard has three pages:

  • Overview: CSAT scores by support case attribute, such as location, case priority, case origin, case type, and product
  • Agent Performance: CSAT scores by support agent handling the case
  • Customer Satisfaction: CSAT scores by customer...