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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

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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!

  • HeinrichDB Profile Picture
    HeinrichDB 47 on at
    RE: Response Form for leads and calls

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

  • Verified answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,500 Super User 2025 Season 1 on at
    RE: Response Form for leads and calls

    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

  • Inogic Profile Picture
    Inogic 599 on at
    RE: Response Form for leads and calls

    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!

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