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Microsoft Dynamics 365 | Integration, Dataverse...
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How can I create in email personal link to Survey (email compose from Contact, From timeline )

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Posted on by 90

Good day!

 I want to create an email from Contact, which has a link to Survey Forms Pro. (automatically created link, using an email template, if it is possible)

pastedimage1596426628438v1.png

How can I create in this email personal link to Survey (like https://forms.office.com/FormsPro/Pages/ResponsePage.aspx?id=LvuAz4-rAUS-7uMe1woVPeuZh4o39fJLq6u8_IoqjMRUQ1hQRks4SUlEMEVFU08xSVpTV0pOSExQRC4u&vt=cf80fb2e-ab8f-4401-beee-e31ed70a153d_f4c1d8db-65f8-4ea8-ac78-74a366d06eec_Hash7_kfNF7WIMRaeuMiqCjFbxy2zG1FBRSSwu1y5Da2HO0xg%3d)?

Thanks for your reply.

I have the same question (0)
  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    You could create a workflow triggered when creating emails from contact, here are the steps.

    1.Create a new workflow based on email and set the trigger condition to when creating a new record.

    pastedimage1596435841638v1.png

    2.Add another condition as if Regarding(Contact) fullname contains data, so that we could know if this emails is created from contact.

    pastedimage1596436033435v2.png

    3.Add an updating action and configure the email body.

    pastedimage1596436151219v4.png

    pastedimage1596436122736v3.png

    4.Then I created an email from contact timeline, and after save it, the link will be filled in automatically.

    pastedimage1596436403060v5.png

    Hope it helps.

    Best regards,

    Leo

  • Spiker Profile Picture
    90 on at

    Hi, Leo Zhang!

    Thank you very much for your quick answer, your way is very good.

    But the main question is how to construct this personal link.

    My question is vague. I'll ask this question in another post)

    Best regards

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