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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating leads from th...
Customer experience | Sales, Customer Insights,...
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Creating leads from the Customer Voice survey responses

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Posted on by Tanmay Desai 10

Hello everyone,

I have an ongoing implementation of D365 going on, where we are utilizing the customer's voice app for conducting marketing surveys for the client. 

The question that I have is can I create a lead automatically inside the D365 system from the anonymous responses?

Thanks,

Tanmay.

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  • Tanmay Desai Profile Picture
    Tanmay Desai 10 on at

    Hi,

    I got the answer for this.

    There are 4 steps to achieve this:

    1. Create a Survey in customer voice with required questions.

    2. Send the survey out.

    3. Survey responses are captured inside the D365 in the customer voice survey response entity.

    4. Write a power automate flow to convert the customer voice survey responses to lead.

    Thanks.

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