Customer experience | Sales, Customer Insights,...

Minimum Required Role/Permissions for a user to create CV Survey Invitation from Power Automate

(0) Share

Report

Posted on by DarkoM

Hi,

I'm trying to create a solution using D365 and Customer Voice to send Surveys to clients. We need a way that every person (user) in the organization can Send Survey Invitation to some Contact from D365. We created a Customer Voice Project and Survey and Mail template and associated it with Power Automate (Flow). Then I built PowerApp that initiate this Flow that sends Invitation Mail to a Contact.

What I face now is that the user that is initiating this trough PowerApp, then trough Power Automate (Flow) is receiving error in the Flow = 403: "User doesn't have shared privileges for creating invite on tenant" . So if I made him "Project Owner" in Customer Voice, he can send survey invitations, but that is not good solution as everyone in my organization should be added as Project Owners and be able do many things in CV.

What I'm considering is creating a Customer Role with minimum permissions required on Customer Voice to just send mail invitations. User should no be able to edit or design surveys and see the response reports.

Is this doable? What are the minimum permissions required for this in CV? Some resources and links how to do this on D365 - Customer Roles and Entity / Service permissions would be of great help.

Thanks,
DM

I have the same question (0)

All responses (10)

Answers (0)

Suggested answer

Megan V. Walker 1,841 Most Valuable Professional on at

Like (0)

Report

Hi DarkoM - have you reviewed this information in the Microsoft Documentation for Customer Voice?

https://docs.microsoft.com/en-us/dynamics365/customer-voice/connect-environment

That might help. You shouldn't need to make all users Project Owners in Customer Voice.

Was this reply helpful? Yes No
DarkoM 10 on at

Like (0)

Report

Hi Megan,

Thanks for the answer. I do reviewed this briefly, but I'm not sure which of these are sufficient or minimum to enable "Create and Send invitation e-mail":

- Customer Voice project

- Customer Voice satisfaction metric

- Customer Voice localized survey email template

- Customer Voice survey

-Customer Voice survey email template

-Customer Voice survey question

-Customer Voice survey question response

-Customer Voice unsubscribed recipient

-Activity

- Contact

Other way is to try and experiment with each of these and see how to stop users from messing with CV but be able to send invitation emails only.

Thanks,

DM

Was this reply helpful? Yes No
Suggested answer

Welly Lee on at

Like (0)

Report

DarkoM - you should create the workflow and on the send survey activity, make sure to use the connection with the account that have access to the Customer Voice:

Was this reply helpful? Yes No
Abhishek Bihani 255 on at

Like (0)

Report

Hi Welly,

We have created Customer Voice Project to send a survey to respective contact from system. For sending survey we have configured Power Automate Send a Survey connector.

Issue we are facing is : If we initiate flow using System Administrator then Sending survey is working fine as expected.

But if we try to send survey by any other user who don't have System Administator role then we are getting below error:

"message": "The response is not in a JSON format.",

"innerError": "\"User doesnt have shared privileges for creating invite on tenant 56865670-71f8-4015-adb0-d807100feb84\""

As part of initial analysis we have provided permission to respective role on below entities but still we are getting same issue.

Customer Voice project

- Customer Voice satisfaction metric

- Customer Voice localized survey email template

- Customer Voice survey

-Customer Voice survey email template

-Customer Voice survey question

-Customer Voice survey question response

-Customer Voice unsubscribed recipient

-Activity

- Contact

Can you please help us on this?

Thanks!

Abhishek Bihani

Was this reply helpful? Yes No
Suggested answer

Welly Lee on at

Like (0)

Report

Abhishek - the following are the requirements for the user account used in Power Automate flow:

1. The Customer Voice project is shared to the user account

2. The user account is a user in Dynamics and assigned "Project Owner" role (in addition to access to contact/d365 records to associate the survey to.

If you still experiencing an issue, please open a support ticket for us to investigate.

Was this reply helpful? Yes No
Abhishek Bihani 255 on at

Like (0)

Report

Hi Welly,

Thanks for your response. We tried both options mentioned, but getting same issue

"message": "The response is not in a JSON format.",

"innerError": "\"User doesnt have shared privileges for creating invite on tenant ""

Was this reply helpful? Yes No
Suggested answer

Welly Lee on at

Like (0)

Report

Abhishek Bihani -- please contact me at customervoice@microsoft.com with your survey URL

Was this reply helpful? Yes No
Cantwell28 5 on at

Like (0)

Report

Users must at least have the Survey Sender role to send the survey through Scenario 1: You've created a Power Automate flow to send a survey every time you need to go to Dynamics 365 Customer Voice and send the survey.

oursainsburys

Was this reply helpful? Yes No
kaanand 10 on at

Like (0)

Report

Hi, I have same issue like - User has both

1. The Customer Voice project is shared to the user account

2. The user account is a user in Dynamics and assigned "Project Owner" role (in addition to access to contact/d365 records to associate the survey to.

sending survey invitation with Power automate. Only sometime flow is giving error for few hours and then again it is working. Error details:

"error": {

"code": 403,

"source": "europe-002.azure-apim.net",

"clientRequestId": "*************************",

"message": "The response is not in a JSON format.",

"innerError": "\"User doesnt have shared privileges for creating invite on tenant *********************\""

}

Could you please advice on this?

Thank you!

AK

Was this reply helpful? Yes No
Abhishek Bihani 255 on at

Like (0)

Report

Hi Anand,

We have created new custom ribbon button and running Power automate on click. As OOB flow buttons only working for System Administrator along with Project Owner role.

Hope this helps with you.

Thanks,

Was this reply helpful? Yes No