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Create surveys with Dynamics 365 Customer Voice

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Free Online Course: Create surveys with Dynamics 365 Customer Voice provided by Microsoft Learn is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Microsoft via Microsoft Learn
5-6 hours worth of material
Self Paced
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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