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Customer experience | Sales, Customer Insights,...
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Get customer voice URL and link it to the contact

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Posted on by 157

Hi,

I would like to distribute surveys through custom activity(like SMS) and get responses from contacts. All I want is to be able to generate the customer service url ,save it in dynamics 365 and link the survey response to the contact.

How can I get the customer voice URL and link it to the contact?

Regrads,

Eman

I have the same question (0)
  • Verified answer
    Welly Lee Profile Picture
    Microsoft Employee on at

    Hello --

    You can use Power Automate to generate survey link to a specific record by using "Create an invitation" action -- see below:

    SurveyInvite1.PNG

    The action will generate invitation link and create a record in Customer Voice survey invitation table (the record is tied to the specified contact record in Dataverse):

    SurveyInvite2.PNG

  • Linkedin Profile Picture
    157 on at

    Thank you Welly!

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