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Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

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Posted on by 114

I posted this message in the D365 Customer Voice forum and, unfortunately not have any luck with an answer.  So I'm reposting here, hoping someone can point me in the right direction.  

I want to be able to use the Send Survey function to send surveys to leads that our team is working with.  In our environment, when using this function, the only tables listed are Accounts and Contacts.  Reading through the Microsoft literature, they mention sending the survey while working with a lead in the lead process.  So this would imply sending the survey prior the lead becoming a contact.  

I can't seem to find a setting that allows me to add additional tables to the Send Survey feature.  Am I missing something here?

Thank you,

Chris

  • Chris_W Profile Picture
    Chris_W 114 on at
    RE: Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

    Thank you for the reply Sayen.  

    I do hope that Microsoft allows for adding additional tables down the road.  It would be helpful for users to be able to send surveys out to a lead before qualifying them.  

  • Verified answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

    Hi Chris,

    Thanks for the information.

    I'm afraid that it is not available for now to add additional tables to the Send Survey feature.

    It is due to system design that we can only choose Account or Contact records when sending a survey in environment, but it does not mean we cannot send a survey to Lead, we can send a survey to Lead in Dynamics 365 Customer Voice.

    pastedimage1684204535186v2.png

    pastedimage1684204503092v1.png

    Just like the expiation in Microsoft document that you offered, we can create a Power Automate flow to send a survey or go to Dynamics 365 Customer Voice to send the survey.

    For example:

    Create a Power Automate flow to send a survey every time a lead is qualified.

    pastedimage1684204904126v3.png

    pastedimage1684205070650v4.png

    pastedimage1684205102690v5.png

    Best Regards,

    Sayen Zhang

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Chris_W Profile Picture
    Chris_W 114 on at
    RE: Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

    Thanks for the suggestion Sayen.

    Our users can send surveys from those tables.  Though from those tables, the only tables available are either Accounts or Contacts.  For some reason, a Lead is not an available table when sending a survey.  

    I've included a couple of screenshots of what I'm talking about.  The first shows the option to select a survey recipient; clicking on the search icon brings up the next screen showing only Accounts or Contacts as available.  I'm trying to add Leads to the options. 

    Screenshot-2023_2D00_05_2D00_15-at-11.01.00-AM.png

    Screenshot-2023_2D00_05_2D00_15-at-11.00.40-AM.png

  • Suggested answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

    Hi Chris,

    Please check if you have a security role named: salesperson, so that you can send a survey from the following entities.

    pastedimage1684140580540v1.png

    Here is a link talk about send survey to custom entity: Voice of the Customer cannot send surveys from a custom entity - Microsoft Dynamics CRM Forum Community Forum

    Hope it helps you.

    Best Regards,

    Sayen Zhang

  • Chris_W Profile Picture
    Chris_W 114 on at
    RE: Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

    Thanks Mohamed!

    The Microsoft support page on the Send Survey function makes mention in "Scenario 1" of this capability, though I can seem to figure out how to make it work.  Maybe I'm readying wrong...

    learn.microsoft.com/.../send-survey-from-dynamics-365

    Thanks!

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,482 Super User on at
    RE: Is it possible to to use Send Survey in Dynamics for tables other than Accounts and Contacts?

    Hi Chris,

    In my knowledge, you cannot send survey to other custom entity.

    I'll test this and tell you if it can work

    Best regards,

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