Customer Voice Capture Survey Responses with PowerAutomate

Hi All, 

 I hope you are all well and safe. On this blog entry I will show you how easy is to create a project in Voice of Customer, create a simple survey and then capture the responses via a PowerAutomate flow and create a record in CRM and store only the responses we want. Forms Pro transitioned to Customer Voice, all your existing surveys are now moved to the new application, Customer Voice is an enterprise feedback management application to help you keep track of customer sentiment and insights that are important to your company. 

 If you have access to Customer Voice, navigate to: https://customervoice.microsoft.com/ 

The first step is to create a project and connect it to your Dynamics 365 instance: 

 Create a new Project

For the example on this blog, I will choose a blank project

Now click see all environments

A pop-up appears with a list of your Dynamics 365 Instances, Select your environment you return to the same window as above, click create:

Now you can create a new Survey, I'm going to keep this really simple, because the objective of this blog is to demonstrate how you can easily create a new survey and capture the responses. I've named the survey Client Feedback and added two questions.

Now lets change to PowerAutomate, and on the top-right corner, make sure you select the same environment where you created the new survey, below is an example of the power automate we will be creating:

Create a new Flow, and for the trigger, search for Forms, and locate the trigger: When a new response is submitted, then select the form you have created:

Now, lets capture the response details, this is stored in a response object, we need to make sure we capture this information to be used later when we create the record in CRM.

For this particular example, I'm interested in capturing the responses and associate it with a particular Team for review. This survey will be specific to a client or set of clients, and the team is always static for these clients, I use the Common Data Service (current environment) to retrieve the Team record:

I provide the Team record GUID

Now I have the Responses and the Team record, lets create a new Feedback record in CRM, and store some of the questions in the record and assign it the respective team for review.

Use the same Common Data Service action component, and using the dynamic values window, link the responses to the record.

You just need to save it, and confirm the flow is running. When you ready go back to Customer Voice and on your survey section, click Send survey. and you should be able to see responses being captured as the survey gets populated.

I hope this was helpful, as always if you have any questions please leave your comment.

Thank you