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

Sending an anonymous survey before a meeting

A meeting often includes a Question-and-Answer (Q&A) session. In a large meeting, sometimes you send out the questions ahead of time so that answers can be prepared in advance. Answers are often collected anonymously to allow your team to express their thoughts more freely.

The following are the steps required to create a simple anonymous survey to conduct a Q&A survey:

  1. Go to forms.office.com and create a new form.
  2. Add a title and create a text question on your new form.
  3. Set the option for Long answer on your text question. Your form should look as shown in Figure 4.1:

    Figure 4.1 – An example of a form to set questions for a meeting

  4. Open the Settings pane by clicking next to the Share button in the command bar at the top (see Figure 4.2):

    Figure 4.2 – Accessing the Settings pane in Microsoft Forms

  5. Uncheck the Record name option under Who can fill out this form > Only people in...