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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

What is Microsoft Forms?

Microsoft Forms (forms.microsoft.com) is an application that enables you to collect simple data from people both inside and outside your organization. Without any training, a user can create a simple survey through an easy-to-use interface and share a direct link to the survey. It uses artificial intelligence throughout the experience to make it easy for anyone to get started. When you create a new survey and type in a survey name, Microsoft Forms provides suggestions of commonly used questions based on the survey title. For example, when creating a new survey with the title Customer feedback survey, you may get a question suggested such as Overall, how satisfied are you with our company? (as shown in Figure 1.1):

Figure 1.1 – Suggested questions for a customer feedback survey

Figure 1.1 – Suggested questions for a customer feedback survey

You can select any or all of the suggested questions or use your own questions by first selecting a question type. Based on the survey questions, Microsoft Forms provides suggestions that may be relevant to your questions:

Figure 1.2 – Suggested options on a survey question

Figure 1.2 – Suggested options on a survey question

You can access a link to the survey and then share it with responders to collect their feedback. The collected information is shown through a built-in report as in the following figure:

Figure 1.3 – Report summary

Figure 1.3 – Report summary

In addition to viewing the results from the report summary, you can export the data to Excel and then share the results with other people in your organization.

Microsoft Forms is integrated with other Microsoft Office applications (such as Microsoft Teams) to allow the collection of data as part of the application's experience. For example, you can create a poll to display in a Teams channel, and then have the results displayed instantly to all channel members:

Figure 1.4 – Meeting poll in Teams

Figure 1.4 – Meeting poll in Teams

In addition to adding a poll to a channel, you can create polls prior to a Teams meeting, and then show the poll during the meeting. We will discuss creating a poll for a meeting in Chapter 4, Conducting a More Productive Meeting with Microsoft Forms and Microsoft Teams.

You can also use Microsoft Forms to create a quiz, making it a popular tool for the education sector. When creating a quiz, teachers can include mathematical formulas as part of a question or multiple-choice options to test the students' knowledge, as shown in Figure 1.5:

Figure 1.5 – Example of a quiz in Microsoft Forms

Figure 1.5 – Example of a quiz in Microsoft Forms

You can mark the correct option to the question and assign points for students who answer it correctly. We will discuss quiz capability in Chapter 5, Post-Training Assessment and Feedback.

With its easy-to-use interface and integration with Microsoft Office applications, Microsoft Forms has become a popular tool for business users and educators to easily collect data from colleagues and students. As Microsoft Forms is intended for simple data collection tool, it lacks more advanced functionalities. Dynamics 365 Customer Voice fills the gap and offer more capabilities for an enterprise feedback management solution.

You have been reading a chapter from
Working with Microsoft Forms and Customer Voice
Published in: Jun 2021
Publisher: Packt
ISBN-13: 9781801070171
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