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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Send Survey link to Co...
Microsoft Dynamics 365 | Integration, Dataverse...
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Send Survey link to Contact in the Case Closure workflow.

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Posted on by Oliver_McErlane 107

Hi,

When a staff member closes a case, we would like to send the Customer Contact associated with the Case a link to a Survey, see survey.png below

Within the survey data collected we would like to record the Case id and name. (something like the email field, i.e. read only)

What would be the best and easiest way to do this?

Thank you for your time,

Ollie

pastedimage1583322281370v1.png

  • Verified answer
    Asif365 Profile Picture
    Asif365 1,431 on at
    RE: Send Survey link to Contact in the Case Closure workflow.

    Hi Oliver,

    Please take a look at this link:

    support.clickdimensions.com/.../115001158233-Link-a-Survey-Response-to-a-Case

  • Abigail Profile Picture
    Abigail 550 on at
    RE: Send Survey link to Contact in the Case Closure workflow.

    Have you thought about using PowerSurvey.

    It may help you to collect the Case ID and name in your survey.

  • Oliver_McErlane Profile Picture
    Oliver_McErlane 107 on at
    RE: Send Survey link to Contact in the Case Closure workflow.

    Unfortunately we are Dynamics 365 on-prem

  • Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Send Survey link to Contact in the Case Closure workflow.

    In that case Forms Pro is probably the way to go.

    Kind Regards

    Paul

  • Oliver_McErlane Profile Picture
    Oliver_McErlane 107 on at
    RE: Send Survey link to Contact in the Case Closure workflow.

    Thanks,

    My main issue will be how to pass the case id and name from the email to the ClickDimensions survey link, so that it gets stored with the survey post.

    Ollie

  • Suggested answer
    Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Send Survey link to Contact in the Case Closure workflow.

    You could easily do that with Flow and Forms Pro but as you already have ClickDimensions you should be able to trigger a workflow to send the email with the link?

    Regards

    Paul

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