Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Hello! I am a part of a recruitment agency and have to build resumes for my clients. My clients provide references' contact information and I want a system that can:
(Automatically if possible) send a personalized (as in list who the survey is about) survey to the reference contact information provided
Receive the information back and be attached to my client's record in Dynamics 365, maybe in a table of some sort
Export the reference in a meaningful manner, preferably in PDF form, so it can be attached to the final resume.
My initial idea was to use Voice of the Customer to create and send out surveys and have a contact record for each reference within Dynamics. When the reference completes the survey, the results will show up in the activity timeline in that reference's record, and using a Word template and a flow, I could export the results and have it automatically save to a SharePoint folder.
My issue is first, there are 3 required references for each of my clients so that would be a lot of new contacts in the system. Second, I'm unsure about how to actually to link the reference record and the client's record so that the reference's results also show up on the client's record.
I'm am open to suggestions or questions!
There are OOB Account and Contact in the system, they have one OOB 1:N relationship, which means that one account associate with many contacts.
So you can use account entity to store clients, and use contact entity to store references.
You mentioned "When the reference completes the survey, the results will show up in the activity timeline in that reference's record", Customer Voice survey response is one activity type, it can be shown in the timeline.
And activities of contacts can be shown in the timeline of parent Account:
Send a survey by using Power Automate | Microsoft Docs
Export sales records to PDF | Microsoft Docs
Enable or disable PDF generation from records | Microsoft Docs
Business Applications communities