Hello,
We have a business process in which out team members enter a lead into our system and then initiate a Power Automate Flow which sends a Customer Voice survey to that lead. Once the lead responds another Flow kicks in and sends the responses to the Owner of the lead. The issue we're having is that when the lead responds it's creating a Contact record in Dynamics with Customer Voice as the owner of the record. Then when Qualifying an Opportunity, the duplicate detection pops up and while you can combine the Contact records the Contact record is still owned by Customer Voice.
Bases on that I have a couple questions that I'm hoping to get some input on:
- Can clients submit a CV survey without having a Contact record created in Dynamics? I can see this value of having the Contact record created but for this peticular survey I'd like to turn it off since it's only going to leads already in the system.
- If a Contact record has to be created, is there an easy automated way to assign ownership of that Contact record to the CV survey sender?
Thank you in advance for any insight!
Best,
Chris
