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jbull
Frequent Visitor

Linking survey invite back to entity in Dynamics 365

@LeeHarris with the same flow you helped me with on Friday I an now having trouble linking the survey invite record back to the relevant entity. Setting 'Regarding' in the Create an Invitation doesn't seem to be working and I am not sure what other command to use. I am using Common Data Service (current environment) connector and sending the invite via Perform a bound action. I have provided shots of my flow below (too big for one screenshot). Hoping you can help, Julie

 

Julie's flow 1.png

Julie's flow 2.png

6 REPLIES 6
Jcook
Most Valuable Professional
Most Valuable Professional

Hello @jbull

Can you try putting this:
In the regarding field put:
case,<CDS DYNAMIC CONTENT CASE>

And in the recipient details field put:
contact,<CDS DYNAMIC CONTACT>

Note the stuff in the <> is the dynamic content

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@JcookI had tried that but it doesn't work for me. What I am trying to record against the application entity (not contact) once the email has been sent with the survey invite link is:

  • Activity Type = Survey Activity
  • Activity Status = Open (until response is received)

At the moment all that is recording is:

  • Activity Type = Email
  • Activity Status = Completed

I am having trouble getting the survey activity into my flow and recording against the application entity.

 

 

Hi @jbull 

When viewing the Flow run, have all steps completed successfully? You should be able to see if the values that you are using in the regarding field match what you are expecting.

 

In case its related, I have seen examples where the triggering action does not contain all the fields you might need in the Flow actions. If you are triggering off of a particular field you may also have to add an additional CDS Get Record action to fetch the other fields you need from the Application entity record.

 


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thanks @LeeHarris I have all the fields for the Application entity from the trigger action so my thinking is that I need to Get Record details for the Survey Activity and add an action to set this Regarding the Application. This is where I run into trouble, regardless of what I select in the Get Record my Flow run fails at this point.

Hi @jbull 

In your failing step within the one of the previous Flow runs, is there any error information that you can share from the output parameter of the action?

 


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@LeeHarrisit appears it was linking back to the Dynamics 365 record, our view was the issue. thanks for your help

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