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Anonymous
Not applicable

Trigger for Dynamics 365 Customer Voice

Correct me if I am wrong.

It has been more than 6 months since Forms Pro was replaced by Dynamics 365 Customer Voice and still there is no trigger available for "When a new response is submitted" in Dynamics 365 Customer Voice, which was available in Forms Pro and also available in the basic version i.e. Forms.

17 REPLIES 17
annajhaveri
Most Valuable Professional
Most Valuable Professional

@Anonymous , there is a trigger available for D365 Customer Voice, see below references

https://us.flow.microsoft.com/en-us/connectors/shared_microsoftformspro/dynamics-365-customer-voice/

https://docs.microsoft.com/en-us/dynamics365/customer-voice/create-survey-invite

 

Regards,
Anna Jhaveri

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Anonymous
Not applicable

@annajhaveri 

I already went to these links which were a google search away.

The first link points to the connector for D365 Customer Voice(not trigger) which clearly states that "There are currently no triggers for this connector".

The second link has an option for an action(not a trigger) to send out the survey invite.

Anonymous
Not applicable

Strange enough but yeah I found the solution.

The trigger for Forms Pro still works for D365 Customer Voice. I got the Customer Voice survey listed in the drop down for Forms Pro also.

Thiaan
Regular Visitor

I'm playing with this now and the answer is actually quite cool. No, I also couldn't find the traditional triggers but I did find this: https://docs.microsoft.com/en-us/dynamics365/customer-voice/developer/entity-reference and noticed the dataverse entities... so... you can use the dataverse triggers for when a response is submitted and it works quite well. 

 

Bon Chance! 🙂

it7
Regular Visitor

Hello Thiaan, 

 

Is there any chance you could share how to use dataverse trigger when a new Customer Voice survey is submitted?

 

Thanks in advance!

Thiaan
Regular Visitor

Hey, No problem. 

I used the Dataverse Trigger 'When a row is added,,,,,'  you'll see there is a standard table called "Customer Voice Survey Responses", and Bobs your uncle. The Survey response with the variables you've set are all contained as JSON strings in the fields, so with a check for your 'Survey ID' you can figure out what the response is to the specific survey and then pull the Responses out using the Parse JSON function: 

Thiaan_0-1673946629209.png


Hope this helps, as a side-note I did this in 2021 and its still running and working well.

@Thiaan Thank you!  Do you know then in the 'get response details' how to get the responses for that specific survey?

What do you mean? Do you mean by variables in the survey specific survey or just any response to the survey?

I guess the answer either way is to go have a look at that table in the dataverse its all there... if I remember correct just check for the SurveyID in the Table The SurveyID will be the same for all responses to that Survey.  The variables are also in that record somewhere...  

joel914823
Post Patron
Post Patron

@Thiaan - Thank you - trying to understand what to put in this yellow area below.  Before when the trigger was from Forms, you would put Response ID, but unsure of what to select now from Dataverse.

Screenshot 2023-01-24 105558.png

Try the Expression:

 

int(triggerBody()?['msfp_sourceresponseidentifier'])
 
As per screenshot:
engs_0-1675659304885.png

Hope that helps.

engs
Frequent Visitor

Also, thought you might be better doing the filter on the trigger so you don't have the flow run everytime a new survey is added.  To do that, Select Settings against the trigger:

 

engs_2-1675659763840.png

 

Click Add on Filter:

engs_3-1675659787007.png

 

Add something like this filter, before clicking Done:

 

Filter example (replace underlined bit with the Form ID from the URL of the Customer Voice survey itself): 

@equals(triggerBody()?['msfp_sourcesurveyidentifier'],'QxID10T_tH1s1s71NKTHa7I50nY0UrF0RmsoC0PY7HA7L1nkAnD7h15w1LLH0PeFuLLyW04k')  

 

engs_4-1675659821929.png

Thiaan
Regular Visitor

That's it. The 'Trigger Outputs' has a Source Survey Identifier. You can get the ID you are looking for from the survey URL or just by submitting a response and checking the ID manually in the flow.

In my case I use a switch on this output because I have multiple surveys and do various different things depending on the survey Completed as an alternative to the Filter mentioned above. I guess you could also just create multiple Flows.

Thiaan
Regular Visitor

Oh, I think I misunderstood the question, You are talking about the actual response.

 

Practically, you do not need to id the individual response as the Trigger will only run for a single response at a time and all the data is contained in the Trigger Output ( "Details of the Survey Response" or msfp_QuestionResponselists).

 

So you need to replace that function with the JSON function and apply to each. The JSON Schema is this:

{
    "type""array",
    "items": {
        "type""object",
        "properties": {
            "questionId": {
                "type""string"
            },
            "response": {
                "type""string"
            }
        },
        "required": [
            "questionId",
            "response"
        ]
    }
}
 
So your "apply to each" checks the QuestionID then "switch" off' that to assign the response value to (in my case) a variable.

Thank you @engs for your suggestions!  I added the field, but now in next step, the row gets added in Excel  but blank.  Meaning the submission time, and location do not populate into the excel row (its all just blank)Screenshot 2023-02-06 165150.png

msforms-2023-04-03 153445.jpg

In Get Response Details you need add the Source Response Identifier from DataVerse  

 

I know this is an old thread but I couldn't find the solution anywhere so hope this helps someone. I'm unsure if this solution will depreciated in the short term.

DevinS1
Regular Visitor

Trying to switch from the Forms connector to Dataverse however "Customer Voice Survey Reponses" is missing from the list of available tables. How can I resolve this?

DevinS1_0-1680560765969.png

 

abm
Most Valuable Professional
Most Valuable Professional

Hi @DevinS1 

 

Look for Forms Pro survey responses entity.  In one of my dev environment it under the name I mentioned earlier but all in other environments it says Customer Voice responses.

 

image.png

 

 



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