Skip to main content

Notifications

Announcements

Replay: Power Platform Community AMA - Copilot Studio | April
Welcome to the Power Platform Communities
News and Announcements icon
Community site session details

Community site session details

Session Id : xM7jJ05vsmdqGA5vtuGzfE
Power Platform Community / Forums / Power Automate - Building Flows / Problems with creating...
Power Automate - Building Flows
Answered

Problems with creating Customer Voice Surveys with Power Automate

Like (0) ShareShare
ReportReport
Posted on 4 Dec 2020 16:23:04 by PengoFant 8

Hi all, hopefully someboy can help here.

 

I am trying to generate new customer voice surveys (used to be called Form Pro) from power automate using the Create Record action (Common Data Service).

 

It works in the way that I am able to create bot Custome Voice Projects, Customer Voice Surveys and Customer Voice Survey Questions.

I can confirm that these records exsist by doing a Get Record / List records (these actions confirms that the records are created).

 

This is great except for one problem, when I go to

https://customervoice.microsoft.com/Pages/ProjectPage.aspx#

 

I am not able to see the survey I created? Even though they are created they are not visible?

 

Is there some flag or something else that I am not setting? It is frustrating and I have been trying eveything I can think of to fix it.

 

Hope somebody has some input, thanks!

  • Community Power Platform Member Profile Picture
    Community Power Pla... on 19 Jan 2021 at 16:41:55
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @ManishJain I understand. That is why I mentioned I should have said reports instead of metrics. đź™‚

     

    Also, Megan Walker's website has been a great resource. I highly recommend it too. 

  • MJain Profile Picture
    MJain 2,450 on 19 Jan 2021 at 16:38:35
    Re: Problems with creating Customer Voice Surveys with Power Automate

    Hi @Anonymous ,

     

    I was referring to creation of metrics in Customer voice based on type of questions you have set up in your surveys. Following blog gives a better explanation of how to set up metrics in Customer voice:

     

    https://meganvwalker.com/overview-of-satisfaction-metrics-in-d365-customer-voice/

     

    Thanks

  • Community Power Platform Member Profile Picture
    Community Power Pla... on 19 Jan 2021 at 15:09:35
    Re: Problems with creating Customer Voice Surveys with Power Automate

    Sorry. I should have said reports instead of metrics.

     

    I can see the information context data in the personalized data tab of the survey responses, but the questions which I am generation in CDS from this data are not showing up in the reports within customer voice.

     

    Yesterday, I found in the documentation a diagram which shows how the data actually splits into the customer voice analytics engine and the CDS. This re-enforces why the questions I am creating in CDS do not show in the reports section of customer voice. 

     

    https://docs.microsoft.com/en-us/dynamics365/customer-voice/data-flow

  • MJain Profile Picture
    MJain 2,450 on 19 Jan 2021 at 14:39:25
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @Anonymous ,

     

    Have you tried to set up the metrics first in order to see those ? 

     

    Thanks

  • Community Power Platform Member Profile Picture
    Community Power Pla... on 16 Jan 2021 at 01:12:37
    Re: Problems with creating Customer Voice Surveys with Power Automate

    & @PengoFant , I recently was trying to do something similar, but I am only creating the Customer Voice survey question response record based on context data in a power automate after a survey is submitted. 

     

    Everything looks good in the CDS and the basic model driven app when comparing the question responses submitted via the actual survey. However, none of the responses are showing up in the customer voice reports for the survey.

     

    From your conversation, it looks like there are actually 2 different data sets then. The CDS data set and then a different dataset in forms that the reports use. When a survey is submitted it logs the information in forms and a copy in CDS. If either this was bi-directional or if forms just used the CDS tables, this would not be an issue. 

     

    Luckily, we plan to just pull the data from the CDS into powerBI to create our own reports. 

  • Verified answer
    MJain Profile Picture
    MJain 2,450 on 07 Dec 2020 at 15:28:30
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @PengoFant , the connector is connecting to update data in CRM and not forms so I believe there might be work in progress for this to update data in Forms as well . Please raise your idea.

     

    Thanks

  • PengoFant Profile Picture
    PengoFant 8 on 07 Dec 2020 at 15:16:50
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @ManishJain OK, thanks for taking the time to weigh in.

    Based on testing it out it seems your are right. It is a shame, it would be an awesome feature to be able to create new surveys from power automate.

  • MJain Profile Picture
    MJain 2,450 on 07 Dec 2020 at 15:07:57
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @PengoFant , This is my understanding that you can update survey questions and get response back as that survey and question are residing in D365 which is not directly updating it back to Forms. I could be wrong here but I dont think channel works both ways it is only from forms to D365.

     

    Thanks

  • PengoFant Profile Picture
    PengoFant 8 on 07 Dec 2020 at 15:01:39
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @ManishJain I am trying to create a completely new survey (either in an existing project or also creating the project).

    For testing purposes I tried changing a survey question using the Common Data Service Update Record action but was not able to see anything change when I look in the Customer Voice website.

    The strange thing is that I can see the changes in what is returned when doing a Common Data Service Get Record but not on the website.  

  • MJain Profile Picture
    MJain 2,450 on 07 Dec 2020 at 14:52:13
    Re: Problems with creating Customer Voice Surveys with Power Automate

    @PengoFant , Are you trying to create new project and new survey inside that project or you are trying to send survey which lies inside one project . Please clarify.

     

    Thanks

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

News and Announcements

Replay: Power Platform Community AMA - Copilot Studio | April
Welcome to the Power Platform Communities

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Markus Franz – Community Spotlight

We are honored to recognize Markus Franz as our April 2025 Community…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 146,700 Most Valuable Professional

#2
RandyHayes Profile Picture

RandyHayes 76,287 Super User 2024 Season 1

#3
Pstork1 Profile Picture

Pstork1 66,015 Most Valuable Professional

Leaderboard

Featured topics

Start and wait for an approval action

Product updates

Microsoft Power Platform Community release plans