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Microsoft Dynamics 365 | Integration, Dataverse...
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How to update a Dynamics Text Field w/ Forms Pro questions AND answers?

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Posted on by 803

We are sending out a survey to contacts, and once survey is completed, we want to update a field on an entity related to contact (lets call related entity Survey Notes) w/ the questions and answers from the survey. That will allow a person to go in and make notes related to survey responses, which is something that would be very valuable to us. 

I have managed to update the text field with the survey responses using Power Automate, but I am not seeing a connector that allows me to get the survey questions. I am wondering if it would be possible to create a relationship b/w Survey Notes entity and then the Survey Question/Response entities in Dynamics, and use CRM workflow engine to update the Survey Notes field? Also, thinking using API and javascrip may be possible, though hoping for a quick no code solution. Any thoughts? 

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  • cloflyMao Profile Picture
    25,210 on at

    Hi Ben,

    You can get the survey questions Indirectly using Power Automate.

    1.add ’List records’ action to get data.

    4760.png

    2.add ‘apply to each’ action.

    8484.png

    (1) add ‘Get Record’ action to get question record from response

    (2) add question and response to the array variable.

    1030.png

    3.then you can use the array to update field on the form of related entity.

    Regards,

    Clofly

  • Suggested answer
    Ben T Profile Picture
    803 on at

    Thank you! I was able to work it out with some help on the power automate forum, using the same method you described. Here is the post with the approach in more detail for anyone interested: 

    https://powerusers.microsoft.com/t5/Building-Flows/Forms-Pro-connector-to-get-survey-questions/td-p/630778

  • cloflyMao Profile Picture
    25,210 on at

    Hi Ben,

    Thanks for sharing the helpful link, and it is very glad that your problem has been solved.

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

    Regards,

    Clofly

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