web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Response Form for lead...
Customer experience | Sales, Customer Insights,...
Answered

Response Form for leads and calls

(0) ShareShare
ReportReport
Posted on by HeinrichDB 47

Hello, 

This is more of a general customisation question for Dynamics 365 sales Professional.

Is it possible to create a form for the salesman to fill out?

The idea is that when a salesman has called a client we want them to fill out some information about the call.

This will be a sort of survey for our internal clients if that makes sense.

I am sure i will need to create a custom entity, but i first want to know if this is possible and if so what would you recommend my approach be?

Any guidance is appreciated!

I have the same question (0)
  • Inogic Profile Picture
    Inogic 703 on at

    There is no need to create a custom form or custom entity, You can create a Phone call activity against your lead in the timeline section and add the call’s information in the Description of Phone call activity form.

    leads.jpg

    Thanks!

  • Verified answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,504 Moderator on at

    Hi Heinrich de Beer, 

    Yes you can create a Form for your sales man and then enable security role for your Form. 

    You need just to follow these steps : 

    1. navigate to make.powerapps.com and then navigate to your table 

    pastedimage1683637603454v1.png

    2. Create your FORM. 

    3. Select your Form, then clik On the 3 points then select form settings as shown in the figure below 

    pastedimage1683637678301v2.png

    4. Select Security roles, Select specific security role as shown in the figure below 

    pastedimage1683637746442v3.png

    Then you assign this to the role of your sales man. 

    It's appreciable that you create a specific security role for you sales man 

    Hope that's helpful for you. 

    Please mark the answer as verified if that's helpful for you 

    Regards, 

    Mohamed GRAIB

  • HeinrichDB Profile Picture
    HeinrichDB 47 on at

    Thanks Mohamed and Sam. will look into both options. Kind Regards!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 146 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 59

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans