Display Survey Response Details On Case Record

Megan V. WalkerDyn365CE4 years ago10 Views

Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record. You can easily set a Survey Invitation regarding a case, and the corresponding Survey Response also comes back linked to the case. That’s simple to do (see here and here), but how can you display the NPS, Sentiment or even the value from a Rating question? Once a case is…

Continue Reading Megan V. Walker’s Article on their blog

Display Survey Response Details On Case Record – Megan V. Walker

Using a new custom entity, we can show survey response details directly on a case using the regarding field, and Power Automate flows.

Blog Syndicated with Megan V. Walker’s Permission

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