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

Real-time action with post-survey messages

In the earlier example, I talked about a restaurant chain that collects feedback from its customers. The restaurant would like to allow a customer who is unhappy about the food or their experience to talk directly with the restaurant manager (refer to the example in Figure 9.1):

Figure 9.1 – An example of restaurant feedback

Customer Voice provides support for conditional post-survey messages to enable you to specify relevant messages.

To customize, perform the following steps:

  1. Click Add Message in the Post-survey message section (see Figure 9.1).
  2. Specify the post-survey message heading and main message.

    For the survey message, you can insert survey variables such as ManagerName and ContactInfo, which would be replaced with the actual name and contact information for the specific restaurant location. You can create the survey variable through the Personalization setting on the Customization panel...