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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Getting data to a ques...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Getting data to a question dynamically from company dynamics365 CRM

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Posted on by Community Member

Hello,

I am creating a survey on Forms Pro/Customer Voice. I have a question in the survey where a user has to select a customer from dropdown list. Is it possible to fetch the customers automatically from CRM to this dropdown select?

This would prevent me from updating the survey manually every time there is a new customer added to our CRM.

One option would be to have a possibility to create surveys from templates, but I believe that is not possible.

I have the same question (0)
  • Welly Lee Profile Picture
    Welly Lee on at

    When you create a Customer Voice project and connect to the same location as your Dynamics 365 CRM environment, then you can look up your contact list (such as "High Value Customers") from Dynamics 365 CRM directly from the recipient field on the email send UI -- see below:

    pastedimage1600733801489v1.png

  • Community Member Profile Picture
    Community Member on at

    Hello,

    Thanks for your response, but I think I was not clear enough in my post. I mean I have a question ”Which customer did you meet?” and the user should see a dropdown select of our customers from CRM. I am not talking about recipients, the dropdown is part of the question inside the survey.

    I edited the original post.

  • Suggested answer
    Welly Lee Profile Picture
    Welly Lee on at

    We do not support dynamic drop down value yet

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