Populate Opportunity lookup in Survey Response form

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Posted on by Community Member Microsoft Employee

Hi,

I have created a survey. I have also created 1:N relationship between Opportunity and Survey Response. I have placed opportunity lookup on the survey response form.

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Now, I want to associate all the Survey Responses related to a particular survey to associate with an opportunity. How do I do that?

How to populate opportunity lookup in the Survey Response form?

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PekkaSahlsten 827 on at

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RE: Populate Opportunity lookup in Survey Response form

You could repurpose the Lead entity to act as a "go-between" to link the Survey Response to the Opportunity. See below Tip of the Day:

crmtipoftheday.com/.../link-voice-of-the-customer-survey-responses-to-other-entities
Community Member Microsoft Employee on at

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RE: Populate Opportunity lookup in Survey Response form

I need to send an email when an opportunity is closed. That email will contain the link to the survey. Then, when I get a survey response, I need it to be linked to the opportunity record.

How do I populate opportunity lookup?
Mahendar Pal 45,095 on at

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RE: Populate Opportunity lookup in Survey Response form

Hi,

Which opportunity do you want to associate with your survey response? you should be able to write a workflow on survey response and populate opportunity lookup.