Dynamics Community Forum Thread Details

add new customer voice surveys to a notification record.

I am trying to add a customer voice survey to a marketing notification record, but there is no add button for the subgrid to do this. How can I do this?

Categories:

Dynamics 365 Customer Insights - Data

Microsoft Dynamics CRM

Dynamics 365 Customer Insights - Journeys

Dynamics 365 Customer Voice

If the "Add" button is missing from the Customer Voice survey subgrid in the Marketing Notification record in Dynamics 365 Marketing, there are a few possible reasons and solutions:

Possible Causes & Solutions

Subgrid Configuration

Check if the subgrid is configured to allow new records.
Navigate to Form Editor → Select the subgrid → Under the Display tab, ensure that the "Show related records" option is enabled.

Permissions Issue

Ensure that the user has the appropriate Create and Append permissions on the Customer Voice survey entity.
Go to Security Roles → Open the relevant role → Check permissions for Customer Voice survey.

Parent-Child Relationship

If the Customer Voice survey is related to Marketing Notification via an N:1 relationship, the subgrid will not show an Add button.
Instead, go to the Customer Voice Survey record and manually associate it with the Marketing Notification.

Command Bar Customization

If the Add button was removed via Ribbon Workbench or another customization, you need to restore it.
Check Ribbon Workbench for the subgrid’s command bar and re-enable the Add button if necessary.

Form Type Limitation

If the record is in Read-Only mode, the subgrid will not allow adding records.
Ensure that the Marketing Notification record is in an Editable state.

Using Quick Create Form

If the subgrid allows Quick Create, try enabling Quick Create for the Customer Voice Survey entity.

Alternative Workaround : If you can't get the Add button to appear, try adding the Customer Voice survey manually:

Open the Customer Voice survey entity.
Create a new survey.
Associate it with the relevant Marketing Notification record using the lookup field.

If none of these solutions work, let me know what you've tried, and I can assist further!

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