In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback.
In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey Invitations for Companies (Accounts). This process is facilitated through selected views within Canvas Power Apps, orchestrated seamlessly via a Power Automate Flow.
Let’s now walk through the step-by-step process to fulfill this requirement within the Canvas app.
Step 1: Navigate to https://make.powerapps.com to design a sample Canvas App in Power Apps.
Create a Canvas App named ‘Distribute Survey Invitations‘ for mobile devices and add the data source entities as shown in the provided screenshot.
Step 2: Add a Combo box named ‘AccountViews’ to…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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