Import Contacts AND Variables To Send Personalised Surveys – D365 Customer Voice – YouTube

📄 https://meganvwalker.com/import-contacts-and-variables-to-send-personalised-surveys-from-d365-customer-voice

If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or is it? An awesome bit of functionality that’s been introduced is the ability to now include values for each variable in your import file, and even better, you can also add a Contacts ID from Dataverse (the Common Data Service) if you want to make sure the invite and then the related response get linked to the correct Contact. Previously this was only possible if you used Microsoft Power Automate…. so to me, this is pretty huge! Let’s take a look at how to achieve this!

Thanks for watching. You can find me in the following places:
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#D365CustomerVoice #PowerPlatform #MSDynCRM #MSDyn365 #D365

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Author: Megan V. Walker

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