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

Administration setting for Microsoft Forms

Microsoft Forms administration settings are available through the Microsoft 365 admin center (admin.microsoft.com). To access the Microsoft Forms settings, navigate to Settings>Org Settings and select Microsoft Forms from the list of the applications to open a settings panel, as shown in Figure 10.1:

Figure 10.1 – Microsoft Forms settings

We'll describe the settings in the following section.

External sharing

External sharing settings restrict how you can collaborate or send surveys to people outside your organizations.

Send a link to the form and collect responses

Enabling this setting allows users in your organization to send surveys to people outside the organization. When the setting is unchecked, the Anyone can respond option is disabled, as shown in Figure 10.2:

Figure 10.2 – Disabled external sharing option

When the link is shared to people outside the...