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

Viewing survey results

Customer Voice provides different ways to view the survey results:

  • View survey results in Customer Voice reports.
  • View survey results in Dynamics 365.
  • Create a custom dashboard using Power BI.

Let's look at each of these in turn.

View survey results in Customer Voice reports

There are two reports available in Customer Voice. The first is the satisfaction metrics dashboard report. For each satisfaction metric you defined in your project, Customer Voice reports the latest score and trend so you can measure your progress over time. In our example, we use two metrics: NPS and sentiment. Figure 7.22 shows an example of a satisfaction metrics dashboard report:

Figure 7.22 – An example of a satisfaction metrics dashboard

You can view individual survey reports in the Reports section in the left menu. The survey report summarizes the results from each question, and you can also view the individual survey...