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

Automating new employee hire feedback

As we discussed in Chapter 1, Introducing Microsoft Forms and Customer Voice, Dynamics 365 Customer Voice is built on top of Office Forms and adds further capabilities to support organizational surveys. One such capability in Customer Voice is the ability to automatically send a survey based on your business process event (such as a new employee hire). In this section, I will walk through creating a new employee survey that is automatically sent 2 weeks after an employee starts in their post. These are the high-level steps involved in this process:

  • Creating a new employee survey in Customer Voice
  • Creating an email template
  • Creating a workflow to automate the sending of a new employee survey

We will start by creating a new employee survey in Customer Voice.

Creating a new employee survey in Customer Voice

Customer Voice requires a separate license. If you do not have a Customer Voice license, you can sign up for a free...