Automating new employee hire feedback
As we discussed in Chapter 1, Introducing Microsoft Forms and Customer Voice, Dynamics 365 Customer Voice is built on top of Office Forms and adds further capabilities to support organizational surveys. One such capability in Customer Voice is the ability to automatically send a survey based on your business process event (such as a new employee hire). In this section, I will walk through creating a new employee survey that is automatically sent 2 weeks after an employee starts in their post. These are the high-level steps involved in this process:
- Creating a new employee survey in Customer Voice
- Creating an email template
- Creating a workflow to automate the sending of a new employee survey
We will start by creating a new employee survey in Customer Voice.
Creating a new employee survey in Customer Voice
Customer Voice requires a separate license. If you do not have a Customer Voice license, you can sign up for a free...
