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

Microsoft Forms response workflow with Power Automate

When receiving responses from Microsoft Forms, you can create a workflow to automate follow up actions. One of the common use case for this automation workflow is to copy the survey response to another location such as to a SharePoint list.

Copying an Microsoft Forms response to a SharePoint list

Figure 9.25 shows the Microsoft Forms training feedback survey we used in Chapter 5, Post-Training Assessment and Feedback:

Figure 9.25 – Training feedback form

For our example, we will create a workflow that copies the survey response from this training feedback to a SharePoint list.

To start, create a SharePoint list to store the survey responses. Create a separate column for every question you would like to capture. For example, in our survey, we have eight questions (including each statement in the Likert), so you can add eight new columns to the SharePoint list as shown in Figure 9.26. Note...