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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / PowerAutomate for Cust...
Customer experience | Sales, Customer Insights,...
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PowerAutomate for Customer Voice Surveys?

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Posted on by camelduke 5

I have previously created a survey in Microsoft Forms.  I created a flow in PowerAutomate so every time a response was submitted, the results would be emailed to an address...and then the responses would be added to a Sharepoint database.  

I have re-created that same survey in Customer Voice, so I could add some additional functionality.  However, I can not figure out how to replicate the back end functionality (i.e. emailing of results and adding them to a Sharepoint database).  Looking in PowerAutomate, I'm not sure it includes the triggers for CustomerVoice that it does for Forms.  

Is that the case?

Is there another way to accomplish what I'm looking to do?

I have the same question (0)
  • Brad Fitzgerald Profile Picture
    Brad Fitzgerald Microsoft Employee on at

    I'm actually working through this now. I'm working on moving our Dynamics 365 support form from email to a Customer Voice form with some Power Automate flows on the backend.

    The Forms triggers seem to work with Customer Voice surveys except that you just need to put use a custom value in the Forms connector in Power Automate. You can find the custom value of your Customer Voice Survey in the URL when you are in edit mode.

    customervoice-url2.jpg

    I'm still new to Customer Voice and Power Automate so I'm not sure if you can do everything you want with this method, but maybe this will help.

  • Welly Lee Profile Picture
    Welly Lee Microsoft Employee on at

    Please refer to community.dynamics.com/.../dynamics-365-customer-voice-automating-follow-up-actions-from-customer-voice-survey

  • Brad Fitzgerald Profile Picture
    Brad Fitzgerald Microsoft Employee on at

    Thanks for this. I JUST started using Customer Voice and its working out nicely. It's a testament to the team's effort that I was able to get our new customer support form up and running fairly quickly.  

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