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Working with Microsoft Forms and Customer Voice

You're reading from   Working with Microsoft Forms and Customer Voice Efficiently gather and manage customer feedback, insights, and experiences

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Product type Paperback
Published in Jun 2021
Publisher Packt
ISBN-13 9781801070171
Length 336 pages
Edition 1st Edition
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Author (1):
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Welly Lee Welly Lee
Author Profile Icon Welly Lee
Welly Lee
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Table of Contents (16) Chapters Close

Preface 1. Section 1: Working with Microsoft Forms and Customer Voice
2. Chapter 1: Introducing Microsoft Forms and Customer Voice FREE CHAPTER 3. Chapter 2: Best Practices for Collecting Feedback through Surveys 4. Chapter 3: Creating a Survey with Microsoft Forms 5. Section 2: Implementing Common Feedback Solutions with Microsoft Forms and Dynamics 365 Customer Voice
6. Chapter 4: Conducting a More Productive Meeting with Microsoft Forms and Microsoft Teams 7. Chapter 5: Post-Training Assessment and Feedback 8. Chapter 6: Conducting an Employee Survey with Dynamics 365 Customer Voice 9. Chapter 7: Collecting Periodic Customer Feedback with Customer Voice 10. Chapter 8: Automating Customer Support Surveys with Dynamics 365 Customer Voice 11. Chapter 9: Closing a Feedback Loop with Customer Voice 12. Section 3: Administering Microsoft Forms and Dynamics 365 Customer Voice
13. Chapter 10: Administering Microsoft Forms and Dynamics 365 Customer Voice 14. Chapter 11: Managing Usage with Dynamics 365 Customer Voice 15. Other Books You May Enjoy

Managing permissions for Customer Voice

Customer Voice stores survey definitions, survey invites, and response data in its own cloud service and the data is then copied to your organization's Dataverse (for more information about Dataverse, go to https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-intro). If you are using Dynamics 365 or Power Apps, then you can use the Dataverse associated with the application to store the Customer Voice survey data. If you are not using Dynamics 365 or Power Apps, then Customer Voice uses the default Dataverse instance for your organization. In the next section, I will cover how you can manage permissions when using default Dataverse and what additional steps you must follow to manage permissions for Customer Voice in Dynamics 365 or Power Apps.

Using the default Dataverse for Customer Voice

The first time you use Customer Voice, a user account is created in the default Dataverse instance (for more information...

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