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Customer experience | Sales, Customer Insights,...
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Send the survey and update a field on Dynamics 365 contact record

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Posted on by 180

Hi,

I have got a requirement to send a one question(Yes/no) only survery to Dynamics 365 contact(when a "Send Survey" field is set to yes on contact record)  and based upon the response from customer i need to update the same flag on the contact record in Dynamics 365. 

I have created the survey and planning to use the Customer voice connector in Power Automate to send the survey, however i  am wondering how i can update the contact record with the reply? given i need to retrieve/parse the answer as well as find the right contact in Dynamics 365 and update with the reply. Any thoughts will be appreciated.

T

Thanks

  • Umer Javed Profile Picture
    Umer Javed 180 on at
    RE: Send the survey and update a field on Dynamics 365 contact record

    I have now solved the requirement by creating 2 power automate flows(one for sending survey on trigger from Dynamics 365 and other to process response and update contact) and these are working perfectly.

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