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Microsoft

Create surveys with Dynamics 365 Customer Voice

Microsoft via Microsoft Learn

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Overview

  • Module 1: Learn about creating with Dynamics 365 Customer Voice projects.

    • In this module, you will:

    • Learn about Dynamics 365 Customer Voice and how it can benefit an organization.
    • Create your first project.
    • Discover the high-level features and functionality of a project.
  • Module 2: Obtain customer feedback to make smarter business decisions. Get started with creating surveys in this module.

    • In this module, you will:

    • Create your first survey with a theme and custom branding.
    • Learn when to use branching rules to guide respondents through a survey.
    • Personalize surveys with variables.
  • Module 3: Learn about the various methods that Dynamics 365 Customer Voice provides to help you send powerful surveys to capture feedback from customers and employees.

    • In this module, you will:

    • Learn how to create email templates to send out from Dynamics 365 Customer Voice.
    • Learn how to email surveys directly from Dynamics 365 Customer Voice.
    • Discover the different methods of sending surveys, including with direct links and QR codes.
    • Send survey reminders and learn how to understand the survey distribution report.
  • Module 4: Create a personalized and automated customer feedback experience by using Microsoft Power Automate.

    • In this module, you will:

    • Learn about the role that Power Automate plays when you are setting up projects and surveys in Dynamics 365 Customer Voice.
    • Discover the purpose of using variables to further customize surveys.
    • Create a flow in Power Automate to create and send survey invitations to customers.
  • Module 5: Learn how to embed surveys into your website by using Microsoft Dynamics 365 Customer Voice.

    • In this module, you will:

    • Learn about the use cases for embedding surveys into a website.
    • Learn how to embed a survey into a website.
    • Use variables when embedding a survey and extract the variables from the context data or a survey response.
  • Module 6: Learn how to create reports and dashboards from your Dynamics 365 Customer Voice data by using Microsoft Power BI.

    • In this module, you will:

    • Get a basic introduction to Power BI.
    • Learn how to use the Dynamics 365 Customer Voice Power BI template.
    • Learn how to connect to your Dynamics 365 Customer Voice data through Power BI.
    • Create a customized Power BI report and calculate your Net Promoter Score.

Syllabus

  • Module 1: Create a survey project with Dynamics 365 Customer Voice
    • Introduction
    • Dynamics 365 Customer Voice
    • Projects in Dynamics 365 Customer Voice
    • Create your first project
    • Exercise - Create a basic project
    • Check your knowledge
    • Summary
  • Module 2: Create customer surveys with Dynamics 365 Customer Voice
    • Introduction
    • Survey headers and branding
    • Add branching logic to surveys
    • Personalize a survey with variables
    • Add satisfaction metrics to a survey and project
    • Add multi-languages for your surveys
    • Exercise - Create a basic survey
    • Check your knowledge
    • Summary
  • Module 3: Send Dynamics 365 Customer Voice surveys
    • Introduction
    • Create and personalize email templates
    • Translate email templates into other languages
    • Email a survey
    • Upload CSV files
    • Use links and QR codes
    • Analyze and understand survey reports
    • Exercise - Create an email template
    • Check your knowledge
    • Summary
  • Module 4: Automate Dynamics 365 Customer Voice surveys with Power Automate
    • Introduction
    • Send a survey with Power Automate
    • Create an invitation
    • Expand variables to further customize surveys
    • Use the locale variable for multilingual surveys
    • Use variables for follow-up actions
    • Exercise – Create a survey invitation
    • Check your knowledge
    • Summary
  • Module 5: Embed surveys in your website with Dynamics 365 Customer Voice
    • Introduction
    • Prepare the survey to use on a website
    • Embed a survey in your website
    • Use context data from the survey responses
    • Exercise - Embed a survey on a website
    • Check your knowledge
    • Summary
  • Module 6: Create customer Power BI reports in Dynamics 365 Customer Voice
    • Introduction
    • Use the Dynamics 365 Customer Voice Power BI template
    • Connect to Dynamics 365 Customer Voice data with Power BI
    • Create customized Power BI reports
    • Calculate the Net Promoter Score for Dynamics 365 Customer Voice data
    • Exercise - Connect to Dynamics 365 Customer Voice data with Power BI
    • Check your knowledge
    • Summary

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