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

Collecting training feedback with Microsoft Forms

To create a new form, go to https://forms.microsoft.com and click the New Form button. Add questions to the form, such as those shown in the following screenshot:

Figure 5.22 – An example of a training feedback form

After you have added all the questions, get the survey link by clicking the Share button and copy the survey Uniform Resource Locator (URL), as illustrated in the following screenshot:

Figure 5.23 – Getting a survey link to the feedback form

You can then share the survey URL with the training attendees via email or include it as part of the training presentation and course material.

In addition to sharing the survey URL, you can also generate a Quick Response (QR) code for the survey link. A QR code enables mobile phone and tablet users to use the device camera to scan the code, in order to open the online survey page. To generate a QR code, you click the...