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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Getting Piped Data to ...
Microsoft Dynamics CRM (Archived)

Getting Piped Data to work correctly in Voice of the Customer

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Posted on 20 Mar 2017 20:41:16 by houstonbrooke

I have a survey that is using piped data in VotC. I have included the piped data correctly, and followed a few tutorials out there on how to edit your survey snippet.

To generate dynamic content, I am following these rules -

[Survey-Snippet-Start]43643543-235423445|customer= {Full Name(Contact (Contact))}|user= {Owner(Opportunity)}|other_1= {Opportunity(Opportunity)}[Survey-Snippet-End]

What I have in bold is the typical dynamic code to use in an email inside a workflow. However when you click on the link, all you see is that exact code. So the survey, instead of showing:

Hello _CUSTOMER_PIPED_DATA_,

It's showing:

Hello {Full Name(Contact (Contact))}.

 


Another problem is that the Other_1 piped data isn't working at all. It's still showing _OTHER_1_PIPED_DATA_

 

I've followed a few tutorials to the tee, and tried removing/adding spaces in the snippet, etc. Nothing works. Can someone share with me their code that worked?

Thanks!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on 29 Apr 2018 at 11:22:44
    RE: Getting Piped Data to work correctly in Voice of the Customer

    Hi,

    I'm not quite clear with the resolution you have shared, can you please let me know how to achieve piped data in to survey forms.

    I'm still unable to pipe the data in survey forms. 

    Thanks!

  • Suggested answer
    houstonbrooke Profile Picture
    houstonbrooke on 21 Mar 2017 at 16:27:45
    RE: Getting Piped Data to work correctly in Voice of the Customer

    I figured it out - I didn't realize this was so critical. I was having problems with CRM not allowing me to edit the snippet inside of the email composer. My cursor wouldn't move, it wouldn't delete or type - weird. So I built the full string in Notepad.

    I didn't realize I HAVE to build the dynamic strings in that wizard thing on the right. I was finally able to do it, and NOW it's working!

    So lesson learned - you can't hand type the dynamic strings, even if they are technically right!

  • houstonbrooke Profile Picture
    houstonbrooke on 20 Mar 2017 at 21:37:10
    RE: Getting Piped Data to work correctly in Voice of the Customer

    Hi Alok,

    This is actually one of the articles I used to help figure out the code. In that example, it looks identical to the way I set mine up. Yet I'm still having the problem.

  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on 20 Mar 2017 at 21:05:17
    RE: Getting Piped Data to work correctly in Voice of the Customer

    I hope https://debajmecrm.com/2016/05/02/how-to-insert-dynamic-data-while-distributing-surveys-using-the-voice-of-customer-in-dynamics-crm-2016/ would work for you.

  • houstonbrooke Profile Picture
    houstonbrooke on 20 Mar 2017 at 20:48:43
    RE: Getting Piped Data to work correctly in Voice of the Customer

    Actually, problem #2 is resolved. Instead of putting "|other_1=" in the survey snippet, I tried it without the underscore. That worked. However, now it's doing the same thing as the other fields - just reporting the raw code on the survey, as "{Opportunity(Opportunity)}

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