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

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Posted on by Chris_W

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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

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Mohamed GRAIB 2,504 Moderator on at

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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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Chris_W 120 on at

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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!

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Sayen Zhang on at

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Hi Chris,

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

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

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Chris_W 120 on at

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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.

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Sayen Zhang on at

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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.

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.

Best Regards,

Sayen Zhang

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

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Chris_W 120 on at

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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.

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