Create surveys with Dynamics 365 Customer Voice

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.

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.

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.

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.

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.

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.

• Introduction
• Dynamics 365 Customer Voice
• Projects in Dynamics 365 Customer Voice
• Create your first project
• Exercise - Create a basic project
• Check your knowledge
• Summary

• 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

• 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

• 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

• 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

• 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