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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Change of contact owne...
Customer experience | Sales, Customer Insights,...
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Change of contact owner in Dataverse/MS Dynamics 365 after receiving survey responses

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Posted on by Community Member Microsoft Employee

Hi Community!

While testing surveys, I ran into a situation that I can't replicate that looked very dangerous. Within a marketing email sent from MS Dynamics 365 Marketing, after sending a survey (or receiving a survey response) in Dataverse, the owner of the contact(!) record changed to: "CustomerVoiceProjectOwnerTeam_95715561-f86e-464e-8dc6-c691d6d67c15". The only thing I could find about this change of ownership was the following post on community:

But he is referring to the owner of the survey. In my case, the owner of the contact has also changed! It's like the account manager has changed.... There are no custom plugins or Power Automate Flows running on my environment. I also did not make any changes to the relationship behavior. I could not replicate this error nor can I find information about this behavior in the documentation. Has anyone encountered a similar situation and knows what it depends on, and how to avoid it?

Here are the details of the case:

  • Environment : MS Dynamics 365 Marketing + Customer Voice
  • Status of the integration of Marketing with Customer Voice: Integration enabled
  • Survey sent in marketing email from Customer Journej: Yes
  • Modifications to the Out-of-the-box function: Environment does not have any custom plugins, power automate flow, or relationships. Only few new custom table
  • Nya Profile Picture
    Nya 29,056 on at
    RE: Change of contact owner in Dataverse/MS Dynamics 365 after receiving survey responses

    Hi,

    Thanks for your sharing!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change of contact owner in Dataverse/MS Dynamics 365 after receiving survey responses

    I contacted Microsoft support. They stated that this is not the default behavior of the system, and if the problem occurs again, please contact them (currently it was not possible to verify the situation on the environment due to lack of data - the records have been deleted). So the topic can be closed

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change of contact owner in Dataverse/MS Dynamics 365 after receiving survey responses

    Doesn't changing Type of Behavior apply to a situation where we change the owner of a contact, and as a result of this operation we also change the owners of all actions? In my case it looked as if change of survey owner caused change of contact owner. Isn't it normal that when you change owner of action (which is a subordinate table), owner of parent table also changes?

    Doesn't this behavior apply to situations where the operation is performed on the parent table, and not on the child table? The same situation can occur when you change the owner of a phone call associated with a contact. The owner of the entire contact does not change. This is the same type of behavior. I have concerns if this solution is correct

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Change of contact owner in Dataverse/MS Dynamics 365 after receiving survey responses

    Hi,

    Please open the relationship between Contact entity and the Customer Voice Survey related entities.

    Then try to change the "Type of Behavior" to "Configurable Cascading" and "Assign" to "Cascade None".

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