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Customer experience | Sales, Customer Insights,...
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How to set 'From' and 'Regarding' fields for In-line Embedded customer voice survey response

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Posted on by 9

Hi,

I've created a simple customer voice survey and embed it using in-line embed distribution functionality in a dynamics 365 CE HTML web-resource.

The survey form has successfully being open using a Ribbon button available at Person form in dynamics 365 CE App,

2.jpg

but on response submission 'From' and 'Regarding' fields remains empty. Actually I need to associate specific contact (for that survey has submitted) with survey's response.

0167.jpg

Please suggest how it can be achieved?

I have the same question (0)
  • Kuku17 Profile Picture
    8 on at
    Hi,
    Have you ever managed to solve this issue? We are having a similar problem where the 'From' and 'RegardingObjectId' fields are empty in Response record. However, we do not use the inline embed functionality.
  • Community member Profile Picture
    2 on at
    We did use a Power Automate Flow to make a possible solution for that issue. Otherwise the connection to these Entities won't work.

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