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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Is it possible to save...
Microsoft Dynamics 365 | Integration, Dataverse...
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Is it possible to save the Forms Pro Dynamic link with each contact?

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Posted on by Ben T 777

Hello, 

In voice of the customer, we could create a unique survey for each contact and then share that unique url with them. In Forms Pro, the only way I can see to get the dynamic link to the survey is by including it in the email. We want to save that dynamic link with each contact record when that contact is created (we communicate with our contacts through a messaging app, so we just want  to copy the link in he app for them). I tried using Flow to have the email just sent to me, and thinking I would copy the link from the email and  just save it with the correct contact. Crude, but it would be a good enough start. The problem is that each survey response ends up looking like the same person took it b/c I hardcoded the email (pic attached for reference). 

working-flow.PNG

My other thought is we could use the general public link, ask them to enter their email for one question, and use Power Automate to match up the responses with the Contact based on the email. Not sure if it's possible, and it doesn't sound easy. We were hoping for an easy, relatively user friendly path with Forms Pro. Really we just want to get the Dynamic Survey link saved with each Contact. Is there a simple way to do this? Thank you, any thoughts are appreciated. 

  • Chris Haley Profile Picture
    Chris Haley on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    Hey Ben, sorry I've not been logged into the forum for a couple of weeks.

    I'd put this at complexity 3, it should be quite easy (but that's easy for me to say isn't it!!)

    Would love to know if you solved it - let us know, hopefully you're the expert by now :)

  • Ben T Profile Picture
    Ben T 777 on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    Chris, thank you for confirming the use case is doable - that is EXACTLY what we need. I will look through the materials. I have done a few flows, but really simple ones. I was hoping this would be something to be pulled off in a day or two, but it may take longer at my skill level, I'll go through the training stuff and that'll help see where I stand. With that being said, on a scale of 1-10 with 1 being the easiest flow an 10 being the most complex/time intensive to build, where you put this use case of this thread, returning the survey invite URL and update a dynamics custom field with it? I'm gonna to look into it for sure but your thoughts will be appreciated.

  • Verified answer
    Chris Haley Profile Picture
    Chris Haley on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    Hi Ben, that's right, the survey link is returned by the action as part of the Power Automate flow and you can use that value in a subsequent action. Perhaps what you need is another action to update the contact record in Dynamics by setting the value of a field (maybe a custom field) with the link URL?

    If you're brand new to Power Automate perhaps run through some of the online training materials such as here:

    docs.microsoft.com/.../

  • Ben T Profile Picture
    Ben T 777 on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    Thank Chris, this looks like the most promising avenue and maybe just what we want, but it's a bit out of realm of expertise. I'll ask a few questions and it would be great if you can help, but I can head over to forms pro if need be. So this action can create a survey link for you, as example, and return that link to me? And the only way to set this up is via Power Automate, correct? Ty.

  • Chris Haley Profile Picture
    Chris Haley on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    You might also find this blog useful:

    meganvwalker.com/.../

  • Verified answer
    Chris Haley Profile Picture
    Chris Haley on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    There's a different action that you can use on the Forms Pro Power Automate connector which returns the personalised invitation link as a string, so you can use that value to send as a message in the chat app!

    docs.microsoft.com/.../

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Is it possible to save the Forms Pro Dynamic link with each contact?

    Hi partner,

    I recommend you to find more professional help in Forms Pro Community :-)

    techcommunity.microsoft.com/.../ssoregistrationpage

    Regards,

    Leo

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