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

Product type Paperback

Published in Jun 2021

Publisher Packt

ISBN-13 9781801070171

Length 336 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

Business Management

Author (1):

Welly Lee

View More author details

Table of Contents (16) Chapters

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

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Customizing Customer Voice support templates

Customer Voice includes several out-of-the-box templates for common customer feedback scenarios. At the time of writing, it includes eight templates with more currently being developed. You can use a template to create a Customer Voice project using the following steps:

Go to https://customervoice.microsoft.com and click New project.
From the template selection screen, select Support and click Next.
On the location selection screen, select the Dynamics 365 environment you are using for Customer Service. Click Create to create the project.
Tip
If you are not using Dynamics 365 for your CRM system, you can use the default location provided by Customer Voice.

Customer Voice will then create a project that includes survey questions, satisfaction metrics, email templates, and the Power Automate workflow. After it is finished, you will see the project as shown in Figure 8.1:

Figure 8.1 – Project...