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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Integration with Power...
Customer experience | Sales, Customer Insights,...
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Integration with Power Automate

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Posted on by JulieY 5

Were using Forms Pro and when a survey reponse was submitted, using Power Automate to save in Sharepoint and send an Email with the reponse details. 

How do I access the Customer Voice survey response in Power Automate so I can automate additional tasks to occur upon survey form submittal?

This is critical since we are using a form for Covid health attestation survey by staff and volunteers!  Data is still being collected which is good, but not accessible/visible to others via Sharepoint. 

Thanks in advance for your help. 

 

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  • Suggested answer
    Welly Lee Profile Picture
    Welly Lee Microsoft Employee on at

    JulieY - you can use Microsoft Forms survey response trigger or Common Data service trigger. recently published a great article to walk through getting survey response information (including Customer Voice satisfaction metrics value) through Power Automate: 

    https://meganvwalker.com/sending-notifications-from-the-details-of-survey-responses/ 

  • Suggested answer
    Megan V. Walker Profile Picture
    Megan V. Walker 1,856 Most Valuable Professional on at

    Thanks Welly Lee for sharing. JulieY - this blog might also be of interest as it talks about how to take data and put it in to an Excel file: https://meganvwalker.com/extracting-survey-variables-from-forms-pro-responses-without-access-to-cds/ - and this one specifically for SharePoint: https://meganvwalker.com/retaining-line-breaks-in-multi-line-text-fields-from-forms-pro/ 

    Although those blogs are for Forms Pro (which is what Customer Voice previously was), the concepts and steps within the flows in Power Automate will hopefully help out and give you some ideas and a good starting point. 

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