Hi everyone,
I’m trying to streamline how we send Customer Voice surveys from Dynamics.
Current Setup
* We have a custom entity called Events.
* Each Event has a Contacts (attendees) M:M subgrid.
* Customer Voice is installed and works — I can send a survey manually from an individual Contact record.
* Some events have 100s of attendees so this is time consuming.
* We want the survey linked to the contacts record.
What I’d Like to Achieve
While on an Event form, I want to:
* Select specific contacts in the attendees subgrid (multi-select),
* Click a Send Survey button or activate a Flow.
* Choose which Customer Voice survey to send, and the email template to send.
I've been back and forth on Powerautomate but just can't get it.
If it isn't possible I'd be OK to compromise and have a flow that runs from the Event → gets all related contacts (from the sub grid) → send a fixed survey.
Thanks in advance for any guidance.
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