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

In this chapter, we discussed the built-in follow-up action capabilities in Customer Voice to notify you when receiving poor feedback and to enable you to close the loop with the respondent promptly. Follow-up action is one of the key areas of investments in Customer Voice and you can expect more capabilities to make it easier for you to close the loop for common feedback scenarios. When you have specific follow-up action workflow requirements, Customer Voice and Microsoft Forms include built-in integration with Power Automate so you can create custom workflow actions based on survey responses.

The follow-up workflow is not limited to performing an action within Microsoft applications such as Dynamics or Office, but the workflow can include actions to any system that you can connect through Power Automate. At the time of this writing, Power Automate has 453 connectors (you can find the latest list of available connectors at https://docs.microsoft.com/en-us/connectors/connector...