Collect periodic customer feedback
Frequently, organizations that provide customer support will send a survey that asks for customer feedback at case resolution. The survey is a good opportunity to ask customers what they thought of the process, the assistance provided, and the overall sentiment that they had after the interaction. From a proactive account management aspect, asking for regular feedback from a customer throughout the year can be helpful in understanding existing challenges or concerns. Learning about these issues early can help organizations address them quickly.
Dynamics 365 Customer Voice provides a series of templates that you can use as a starting point when creating a new project. Projects can consist of one or more surveys, branching rules, variables, and email templates. Microsoft has provided various templates to give you a quick start when gathering feedback from customers. This unit will focus on using the Periodic customer feedback template to create a new project.
You can add a new project in various ways. Select the Get started or + New project buttons from the home screen in Customer Voice, which prompts you to select a template to continue and then add a new project. When reviewing all projects, you can use the New project button to continue creating a new project.