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

Creating survey questions

To get started with Microsoft Forms, simply follow these steps:

  1. Go to forms.office.com. If your organization has an Office 365 subscription, you can log on with your existing work or school account. Otherwise, you can sign up for a trial of Office 365 at office.com.
  2. After you log on, you are presented with the option to create a new form:

    Figure 3.1 – Creating a new form

    Microsoft Forms provides two options: New Form or New Quiz. A form lets you collect data or send a survey. A quiz is intended to be used as a simple assessment tool for a training or education setting.

    Important note

    A quiz includes most of Forms' authoring functionalities and additional functionalities to mark a correct answer, assign scores, and add math-type questions and equations. In addition to authoring functionalities, quiz response pages have additional functionality to manage quiz scores. We will talk more about quizzes in Chapter 5, Post-Training Assessment...