Voting/Election Entity

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Posted on by Shane Brown

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Has anyone ever tried to create an entity or process in CRM where you can use votes?

An example would be in my database I would like to Select 5 contacts for an election, then the other contacts would cast votes of who they want to elect to be the president.

Any ideas would be great.

Thanks

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MihirShah 4,036 on at

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hmmm

You may be able to do this using Microsoft Flow.

Create an entity called Election. This is linked to contacts.

Lets say you have an election 1 record.

Add the 5 contacts to election 1. Make the election record status active for voting.

Now set-up a MS flow - email template to send email to all contacts when an election record is active for voting.

The email template should show all contacts standing for election.

Users have to select / vote 1 of the contacts.

This will require some customization.

Than create a count of all responses and show the results on a dashboard.

hope this helps.

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Shane Brown 190 on at

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Hi Mihir thanks for the reply. The tricky bit is how would i get the contacts to vote and that feed back into CRM?

Regards

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MNarmeen 1,848 on at

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Get an aggregated result in Excel and update record in CRM(entity) using Ms.Flow as well.

Excel as a source

CRM as a destination

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MihirShah 4,036 on at

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Hi Shane

I think it would be easier and better to utilize Voice Of the Customer survey for this

Try it and let me know

Flow may not be needed

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Ryan Maclean 3,070 on at

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I think the best bet for this is to use Voice of the Customer. You could create custom entities, but it would probably require a lot of custom development

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