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 Service forum / Voice of the customer ...
Customer Service forum

Voice of the customer How to map data to contacts / Accounts

(0) ShareShare
ReportReport
Posted on by Justin Wilkinson 1,338

I have a case that I have a Voice of the Customer Survey- I want the survey to check if Contact /Account "ABC" exists if not create it- is there a way to do that easily?

or any clever way at all of automating this lookup sort to speak.

I know the accounts/ contacts can be created with the data provided but how can I check if they are unique and not create them if that's the case. 

Thanks 

Categories:
Voice of the Customer

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans