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Customer experience | Sales, Customer Insights,...
Suggested answer

Missing fields in Customer Response

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Posted on by 8
We have integrated Customer Voice in our D365. 
 
The survey is sent to the customer via a button (Send a survey) click on the incident record. We are using an email template to send the survey.
 
We are using Power Automate Flow as follows:
  • When a record is created - msfp_customervoiceprocessor
  • Send a survey action  - the following fields are filled : To, Project, Survey, Email Template, Regarding, First Name, Last Name, The fields to send to WebMerge
  • If the record is processed successfully - Update statuscode of msfp_customervoiceprocessor with Sent
  • If the record is failed - Update statuscode of msfp_customervoiceprocessor with Failed
This all works well. The problem is when the customer has responded to the survey, a new msfp_surveyresponse record is created in D365 but the fields From and RegardingObjectId remain empty.
 
We'd like to know by whom the survey was filled as well as the incident the survey was sent from.
  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Missing fields in Customer Response
     Hi,

    Surveys are supposed to be filled by the customers who receive them.
    Surveys are sent when the trigger conditions of the Power Automate Flow are met.

    Best Regards,
    Dengliang Li

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