Customer Voice JumpStart: 2-Day Workshop


The Customer Voice JumpStart service delivers the knowledge and training required to launch an effective survey program leveraging Microsoft Customer Voice and Dynamics 365.


  • 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


  • 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