Learn about creating with Dynamics 365 Customer Voice projects.
In this module, you:
- 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.
Obtaining customer feedback can help you make better business decisions. In this module, you get started with creating surveys.
In this module, you'll:
- 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.
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'll:
- Learn how to create email templates to send 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 interpret the survey distribution report.
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.
Learn how to embed surveys into your website by using Microsoft Dynamics 365 Customer Voice.
In this module, you'll:
- 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.
Learn how to create reports and dashboards from your Dynamics 365 Customer Voice data by using Microsoft Power BI.
In this module, you'll:
- 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

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
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 multiple languages for your surveys
- Exercise - Create a basic survey
- Check your knowledge
- Summary
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 survey reports
- Exercise - Create an email template
- Check your knowledge
- Summary
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
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
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