Customer Voice JumpStart: 2-Day Workshop

Agenda:

• Customer Voice fundamentals
• Survey objectives, strategy, and planning
• Branding, branching logic, and customization
• Creating and sending surveys
• Survey results, and dashboards
• Integration with Dynamics 365

Deliverables:

• Discovery regarding survey objectives, stakeholders, and reporting needs
• Explanation of Customer Voice functionality and practical application
• Training on creating, customizing, sending, and analyzing surveys
• Guided survey creation and sending exercises
• Introduction to Power Automate for triggering survey sends