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Microsoft Dynamics CRM (Archived)

Populate lookups in Survey Response form

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Posted on by Microsoft Employee

I created a survey in Voice of the Customer app. I included piped data as below :

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I created a workflow to send an email when an opportunity is won:

enter image description here

I am able to see the piped data in the survey. But, the contact lookup and opportunity lookup is not getting populated in the survey response form :

enter image description here

Am I missing anything?

How does these lookups get populated?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Populate lookups in Survey Response form

    How will I know for which opportunity that survey was sent?

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Populate lookups in Survey Response form

    You have to create a workflow again that will trigger on create of Survey response and set opportunity lookup.

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