In this blog, we will learn how to store the Customer Voice survey response to the custom entity as OOB entities which holds that response data is complex and data is stored in multiple related entities.
Step 1: Create a Customer Voice Project and Survey
Log in to the Customer Voice Portal and Create a new Project.
Select a Blank Template and click on Next.
After creating a survey you need to select the Environment location in which Customer Voice Data will get stored. To select the location click on See all environment.
Select the Environment location and complete the configuration of the Project.
Step 2: Add the Survey Form Fields.
Now, we will add the fields that need to be filled by the target audience or based on requirements. After creating your Survey form, you can click on the Preview to view in Desktop and Mobile Mode.
To share the form, click on the “Send” tab. There are three options by which you can share the survey form — Scan the QR Code, Embed the Form in Website or App, and share using a short link.
I will copy the short link and use it to fill the survey form. You can also create Cloud Flow to automate the survey sending process. Comment down below if you want a blog on the same.
Let’s see it in action, I have submitted one response in Survey that we have created.
Customer Voice Survey CSD Entity:
During the configuration of the Customer Voice Project, we have selected the environment location. In that environment, there are some OOB Entities that have been created to store the Customer Voice Survey Data in CDS / Dataverse.
We will Open the CRM Environment and we will Advance Find for the “Customer Voice Survey”. After clicking on the result, you will see the survey that we have created from the Customer Voice portal is also visible in Dynamics 365 CRM as shown below screenshot.
Open the Customer Voice survey record.
Go to Related and select the “Customer Voice survey responses”. You will see the response that we have submitted after the creation of the Survey Form.
Open the Customer Voice survey responses record. To see the responses to each question submitted by the Audience, open the Related “Customer Voice survey question responses”.
Open any Customer Voice survey question responses record. You have two fields
- Question — Lookup to Customer Voice Survey Questions
- Response — String value of responses submitted by the audience.
Link to Documentation:Entity Reference for Dynamics 365 Customer Voice
Step 3: Create a Custom Entity and Cloud Flow.
I have created a Custom Survey response entity that has the same fields to store the response when any audience submits the response.
Step 4: Create Cloud Flow to store the responses to Custom Entity.
Create a flow and the trigger will be “When a row is added, modified or deleted” Dataverse connector.
Configure the Triggering Connect as shown below screenshot:
Now, we will list all the records of responses. To do so we need to use the “List rows” Dataverse connector and configure it as mentioned in the screenshot.
We will declare the Variable to store all the question responses. These variables will be used to create the new Custom Survey Response.
We will add a switch case that will match the Questions and store the responses to the respective Flow variable.
After adding all the switch cases, we will create a record in CDS / Dataverse using the “Add a new row” Dataverse connector.
Save the Cloud flow and test it.
Cloud Flow in action
Hope this helps!!!