Customer experience | Sales, Customer Insights,...

Customer Voice survey submission - flow

(1) Share

Report

Posted on by omss

Hi i have a customer voice survey that i want to automate with cloud flows.

I have 1x customer voice survey - in the survey typical questions - once the survey is comppleted - i.e the person has filled in the questions - and submit it - i want to trigger a cloud flow that sends other actions - the actions i can work on it but its the trigger - seems to be no trigger for when a customer voice survey is submitted.

Categories:

Dynamics 365 Customer Voice

I have the same question (0)

All responses (2)

Answers (0)

Quartzite 135 on at

Like (1)

Report
Copy link

Link copied!

Hi,

Create a cloud flow to send a Customer Voice survey. After submitting the survey, create a new flow with the following steps to perform additional actions.

1. Create flow with "When a row is added, modified or deleted" step.

2. After that, add a condition to ensure this cloud flow runs specifically for the survey form.

Use the following expression to get the survey ID from the output body of the first step:

Expression: string('4e07d6e3-7208-f011-bae2-6045bd018fed')

Retrieve the survey ID from the output body of the first step to use in this expression.

3. After above steps you can add your additional steps.

If you find this information helpful, please consider accepting it as the answer. 😊

Was this reply helpful? Yes No
Suggested answer

Daivat Vartak (v-9d... 7,841 Moderator on at

Like (1)

Report
Copy link

Link copied!
Hello omss,

You're right to point out the crucial gap: directly triggering a Power Automate cloud flow when a Customer Voice survey is submitted isn't a native, out-of-the-box trigger. However, there are effective workarounds and strategies to achieve this automation.

Understanding the Challenge:

No Direct "Survey Submitted" Trigger: Customer Voice, while integrated with Dataverse, doesn't provide a direct Power Automate trigger for survey submissions.

Dataverse as the Intermediary: Customer Voice survey responses are stored as records in Dataverse tables.

Workarounds and Solutions:

"When a row is added, modified or deleted" (Dataverse Trigger):

This is the most common and reliable approach.

Trigger Configuration:

Use the "When a row is added, modified or deleted" trigger from the Dataverse connector.

Set the "Change type" to "Added."

Set the "Table name" to the relevant Customer Voice response table. The table name is typically msfp_surveyresponse.

Then add a condition to the flow to check the status of the response, to make sure it is completed.

Pros:

Relatively straightforward to set up.

Reliable trigger.

Cons:

Triggers on any new survey response, not just completed ones. You'll need to add conditions to your flow to filter for completed responses.

You will need to check the status of the survey response, to make sure that it is completed.

Scheduled Flow (Less Recommended):

You could create a scheduled flow that runs periodically (e.g., every 5 minutes).

Flow Logic:

Use the "List rows" action from the Dataverse connector to retrieve new survey responses.

Filter the responses based on the submission date/time or status.

Process the new responses.

Pros:

Simple to implement.

Cons:

Not real-time.

Can miss responses if the schedule is too infrequent.

Can process the same response multiple times if not built correctly.

Not recommended.

Custom API and Webhook (Advanced):

If you require real-time triggering and have development resources, you could create a custom API that Customer Voice calls when a survey is submitted.

Steps:

Develop a custom API using Azure Functions or a similar service.

Configure Customer Voice to send a webhook to your API when a survey is submitted.

Your API can then trigger a Power Automate flow using the "HTTP" trigger.

Pros:

Real-time triggering.

Highly flexible.

Cons:

Requires development skills.

More complex to set up.

Recommended Approach:

For most scenarios, the "When a row is added, modified or deleted" trigger with appropriate conditions is the most practical and reliable solution.

Make sure to add a condition in your power automate flow, to check the status of the survey response.

Key Considerations:

Customer Voice Tables: Familiarize yourself with the Customer Voice tables in Dataverse, particularly msfp_surveyresponse.

Response Status: Identify the field in the msfp_surveyresponse table that indicates whether a survey response is completed.

Data Retrieval: Use appropriate filtering and sorting in your Power Automate actions to retrieve the correct survey responses.

By using the "When a row is added, modified or deleted" trigger and appropriate conditions, you can effectively automate your Customer Voice survey workflows.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,
Daivat Vartak

Was this reply helpful? Yes No