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Voice of the Customer cannot send surveys from a custom entity
Not sure what you are trying to acheive. can you please provide more info on your question.
We are attempting to do the same thing. We have a custom entity with an email address field. For security reasons we need to send the email from this entity. For example, we have an entity called Health Profile, on this entity we store the email address a contact used to register. We need to send a survey from the Health Profile entity. OOTB, this doesn't appear to be possible with VOtC, is there a workaround?
As long as you have enabled the entity for email and the email field is of type email. you can embed the survey code and it should work. what step in the process is becoming a challenge for you?
This is the error we get when attempting to send from our custom entity. Is there a workaround?
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: To generate a survey unique code, send an individual email to each participant. Microsoft.Xrm.Sdk.InvalidPluginExecutionException: The "To" field is required to have any of these (contact/account/lead/systemuser) type of participant send an invitation.!
at Microsoft.Crm.Surveys.Plugins.InvitationPlugin.CreateInvitationAddressees(Entity invitation, EntityCollection to, String invitationToMultipleRecipientsMessage, VocPluginContext vocPluginContext) (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault)
Always try to use Contact/Account/Lead/User when representing user or organizations in CRM, otherwise, you will run into these issues.
But, thankfully there is a workaround for your requirement!!
When a Survey Invite is sent through email(usual Survey Code, OOB Setup) it creates a Survey activity inturn, the workaround will be to do it manually. Follow below steps to make it work.
7. 2nd step will be "Send email", In the email set the survey link to be the Invitation link from the Survey activity generated in step 1 of the workflow.
8. Trigger the workflow and it will send an email with the invite.
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