Customer Voice allows you to create surveys to get valuable feedback from your customers and clients. This article will walk you through the steps to create a survey to use with Microsoft Dynamics 365.
You’ll start by going to https://customervoice.microsoft.com/ and log in with the account you’d like to have the survey come from if you are emailing it. From there you’ll follow the steps below:
- Under All Projects you'll select New Project
- It will ask you to select a template and you can choose from pre-existing templates or you can select Blank Template to start from scratch.
- Once you've selected a template you'll select the environment you would like to create it in
- When using an existing template you can edit the existing template
- When using a blank template you can create the survey
- Customizations include:
- Color
- Theme
- Logos
- Images
- Questions can be added or removed
Once you’ve finished with any customization you will select to save and create your survey. This will now show up as a project under My Projects. After you’ve sent or shared your survey you will be able to see statistics and data for that survey. This includes how many times it’s been sent or shared, opened and completed. You can see graphs and visualizations on what the responses were as they come in as well.
There are several options when it comes to sharing the survey. They can be done in the following ways:
- It can be sent as an email directly to an individual
- It can be automated to send under certain circumstances
- Example - Sent once a support case status has changed to resolved
- You can create a QR code for individuals to scan and take the survey
- You can create a link and embed it on a web page
If you are looking for information on the steps to send a survey please see the article - How to send or share a survey.