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

Customer service is often the cornerstone of customer experience. Customer Voice provides functionalities to make it easy for you to implement customer feedback that is integrated with your customer service system. If you are using Dynamics 365 for Customer Service as your CRM system, Customer Voice provides out-of-the-box integration templates to automate sending surveys when a case is resolved in Dynamics or to collect feedback at the end of a chat session. There is no code and only minimal setup is required to enable you to get the system running quickly. In this chapter, we discussed how you use the support template in Customer Voice, including coverage of using the Power Automate workflow and the Power BI report template to integrate survey response data with your support case. We also discussed additional options to extend collecting feedback beyond the email survey.

In the next chapter, we will discuss how you can use Customer Voice to close the feedback loop and...