Client Request for being able to create a record in dynamics, select a customer voice survey and show that survey embedded. (survey changes based on option selected from lookup)

(0) Share

Report

Posted on by BenNotBenjy1

As above.

our request is to -

Open an new record with a customer and survey field

select the CV survey and fill in the contact

Save record

Based on survey selected the form shows the correct survey from the lookup and allows the client to populate. The survey is linked back to the contact by the variable.

Does anyone know of a different way to achieve this goal? (embedded customer voice form that is contextual to the field value)

If this is the best way does anyone know a good starting point to work from around the development? or a guide that follows a similar goal?

Many thanks