Create surveys with Dynamics 365 Customer Voice
Created By
Microsoft via Microsoft Learn
- 0
- 5-6 hours worth of material
- Microsoft Learn
- English
Course Overview
- Module 1: Learn about creating with Dynamics 365 Customer Voice projects.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
Course Circullum
- 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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This Course Include:
- 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
- Provider:Microsoft Learn
- Certificate:Not Avalible
- Language:English
- Duration:5-6 hours worth of material
- Language CC: