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 project deployment for Customer Voice

You can copy a project between environments within the same organization or across organizations. We will start with copying within the same organization.

Copying a project within the same organization

You can start by creating a Customer Voice project in your development environment. When you are ready to copy the project to a production environment, go to All Projects, select your project, click on the , and select Copy from the pop-up menu, as shown in Figure 10.24:

Figure 10.24 – Copying a project

Select the environment to copy to, as shown in Figure 10.25:

Figure 10.25 – Selecting the destination environment to copy the project to

The copied project will have - copy appended to the project name, and you can use the Rename option to change the name, as shown in Figure 10.26:

Figure 10.26 – Renaming a project

If you are...