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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Customer Voice provides flexibility as to when you can send a survey, how to deliver survey invitations, and how to collect feedback. Let's start with sending the survey invitation.

Sending surveys on demand from Dynamics 365

In addition to sending a survey automatically when a case is resolved in Dynamics 365, Customer Voice also provides an add-on solution that you can install on your Dynamics 365 instance to enable users to send surveys on demand when working on a support case record in Dynamics.

Customer Voice publishes the Send Survey solution in App source (see https://aka.ms/SendSurveyApp). The Send Survey solution is designed to allow Dynamics 365 users to send a survey without needing to be given access to Customer Voice. The Customer Voice survey owner can share the survey broadly with their team using the standard share function in Dynamics 365. All shared-with users will then be able to send the survey...