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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can we display field v...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Can we display field values of CRM fields while in a survey or feedback in Customer Voice?

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Posted on by SaqibNazim 35

Hi All,

I have below requirement. Anyway I can achieve this?

I have a Custom Entity which has 2 fields as below:

1) Category (Option set)

2) Location (Option set)

I need to create a survey which will have the same fields as present in Custom Entity i.e. Category (Option set) and Location (Option set) and the values should be as it is in CRM. Meaning the fields in the Survey template should be mapped with fields in CRM's custom entity. Each time a survey is launched the values should be displayed what's present in CRM.

Is there a way to achieve this?

Thanks,

Saqib

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,079 on at

    Hi Mohammad,

    You can create those field as Variables in Customer Voice and then add those variables in email template then send an email through Power Automate.

    Thanks

  • ATV Profile Picture
    ATV Microsoft Employee on at

    ashish12 , can you please elaborate this? I am trying to achieve this exactly and would be very helpful if you gave me more information

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