web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import responses to Cu...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Import responses to Customer voice survey responses table from excel

(0) ShareShare
ReportReport
Posted on by betlejuice 2,139

Hi all!

Some of responses for a survey are completed on paper. There is an option to import data into customer response survey table from excel file?

Thank you

I have the same question (1)
  • thebruuu Profile Picture
    thebruuu 422 on at

    No, as far as I know

  • Pedro Sacramento Profile Picture
    Pedro Sacramento on at

    Hi betlejuice 

    You can absolutely import data from Excel. See Import data in model-driven apps - Power Apps | Microsoft Docs. You can even use Excel Online and copy & paste.

    Now, the complexity of accomplishing this for your scenario, is the Customer Voice data base schema. See Entity Reference for Dynamics 365 Customer Voice | Microsoft Docs. A possibility is to filter all the tables by a specific survey/response/question responses and duplicate it from there. Be careful not to replace the actual response, since what you want is to add new responses. When exporting to excel the first few columns (that are hidden) store the guids of those records, when importing back if there's a guid the record with that guid is updated, for new rows (without guid) a record is created. If you follow that path, you should test this prior in a test environment, for a safer approach you can import data into a test environment and use the available tools to copy data between environments.

    As an alternative, depending on the number of responses you have in paper (and also a safer approach), you can enter the answers yourself using the survey direct link. Depending on if it's an anonymous survey and/or if the recipient is just managed by a text field.

  • thebruuu Profile Picture
    thebruuu 422 on at

    Sorry Pedro but.. as far as I know the entities you are referring to, are not operational tables. Customer Voice writes on those tables but it doesn't read from them : I tried to manually change values (questions label) on those entities and there's no effect on CustomerVoice

  • Pedro Sacramento Profile Picture
    Pedro Sacramento on at

    That is correct. It would not show in Customer Voice as the data flow is one way from CV into dataverse, however it would be available in dataverse and in reporting, either Dashboards or Power BI. The last option, to enter the information on paper into the survey itself, would actually fix that issue and reduce a lot of complexity and potential issues.

  • deb@1987 Profile Picture
    deb@1987 5 on at

    Hi Oscar,

    Did you find any solution for this as I have a similar requirement and was trying to import questions and answers from excel to Customer voice response table.

    I was also thinking to automate it with powerautomate.

    Please let me know if you found any solution to this.

    Thank You

  • Suggested answer
    thebruuu Profile Picture
    thebruuu 422 on at

    Hello deb@1987 , betlejuice

    I strongly suggest not to write to the msfp entity tables, as they may be overwritten by Customer Voice, and you would loose all your imported data

    Best that can be done is to create custom entities and custom reporting

    This is the way we did for a customer who needed to preserve surveys coming from another survey platform.

    Using customer reporting is not such a bad idea, as ...

    Customer Voice doesn't check for duplicate emails for invitation nor it allow to send reminder :

    Sending reminder as to be done resending invitation and this would impact the invitations counter.

    So importing surveys is a very good occasion to provide specific reporting that would not suffer from those drawbacks.

    FYI, we developed a specific Power Apps for the entire life cycle of invitations

    Regards

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans