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

Managing permissions for Customer Voice

Customer Voice stores survey definitions, survey invites, and response data in its own cloud service and the data is then copied to your organization's Dataverse (for more information about Dataverse, go to https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-intro). If you are using Dynamics 365 or Power Apps, then you can use the Dataverse associated with the application to store the Customer Voice survey data. If you are not using Dynamics 365 or Power Apps, then Customer Voice uses the default Dataverse instance for your organization. In the next section, I will cover how you can manage permissions when using default Dataverse and what additional steps you must follow to manage permissions for Customer Voice in Dynamics 365 or Power Apps.

Using the default Dataverse for Customer Voice

The first time you use Customer Voice, a user account is created in the default Dataverse instance (for more information...