I need to show survey responses for a particular survey in Opportunity entity.
Basically, I need to see below information for a survey in an entity.
Can we do something so that the Survey Responses tab can be seen in the navigation as below ?
Edit : I want to email a survey when an opportunity is closed. Then, I want to tag the survey responses related to that opportunity.
Create a survey lookup in opportunity entity
Create a quick view form for survey entity with whatever look & feel you want (fields & subgrid of survey responses)
Insert the quick view form in opportunity form using the lookup created in step 1
Fill the lookup with survey id you want, this will work nicely
Related
Can I:
make manipulation with subgrid so I can choose multiple Contacts and save them in the field (or even better choose only the email address from the Contacts) or
make a lookup field to Contact that allows me to choose multiple contacts
Longer description of the problem:
I have made some customization of the Invoice entity in Dynamics Sales, but what I also need is an email failed that is a lookup to Contacts, so I can choose a multiple contacts, so later on I can get the email information and send them an email with power automate. But since I'm new to Dynamics I'm not sure how to manipulate with the subgrid, I researched something about creating N:N relationship, but I'm not sure how can I manipulate with on save/ on load events, cause I need to choose multiple contacts and save them in this field.
Customized Invoice Entity
I created a survey in Voice of the Customer app. I included piped data as below :
I created a workflow to send an email when an opportunity is won:
I am able to see the piped data in the survey. But, the contact lookup and opportunity lookup is not getting populated in the survey response form :
Am I missing something?
How does these lookups get populated?
You can do a similar workflow (or pre create/post create plugin) on create of survey response, to map the opportunity lookup value from survey in survey response as well.
When we send an email containing the survey, a survey activity is formed. This survey activity has a unique invitation link, regarding field (populated with opportunity in my case) and is tied to the survey.
When I submit the response, the survey response gets tied to this survey activity. Hence, we are able to tag survey responses with different opportunity records.
I have a Account Relationship entity with two lookup fields called Recipient Account and Guide Account. I would like to be able to go on an Account and see all records where the Account Relationship's Recipient Account and Guide Account are set to the account I'm viewing.
In CRM, I can definitely create a view to fetch all account relationships on the Account Relationship entity and then inside the Account entity's form I can include the view with the data source set to Related Records Only and the entity set to Account Relationship (Recipient Account). But I can't do both in a single view.
Through what mechanism can I have it all be in one view? One thing I was considering was creating separate grids, one for Recipient Account and another for Guide Account. But I want to know if there is a mechanism where I can combine all records that have "Recipient Account = Current Account or Guide Account = Current Account" that is basically the query I want to run.
You could use connections. It's pretty flexible and will fulfill your needs as long they stay simple. That's the only viable option I see aside from using two views.
Keep only one subgrid of Account Relationship N:N intersect entity (either Guide account or Recipient account relation)
Register RetrieveMultiple pre-operation plugin to intercept the query & pass the custom fetchxml query by incorporating or filter
Fetchxml has to be built something like explained
Try this unrecommended if you wish but two grids are better choice. This alternate solution also you can try.
Is it possible to update standard and/or custom entities based on responses provided from a Dynamics CRM Voice of the Customer (VoC) survey?
According to Joel Lindstrom in this blog, this is possible (at least for the Contact entity) via a workflow, but it doesn't actually show how to update a field on the contact entity.
Notes:
When I tried creating a workflow (as described in the link):
I added an Update step, but the Contact entity wasn't available from the list of entities to update.
I then added an Insert step and the contact entity was available. (I don't count this as an acceptable option, because I want to update a record. I don't want a second record.)
If your workflow (W1) is on child Question response (QR), no direct Contact relationship is available. Only available on parent Survey Response (SR).
So you need a new Contact relationship in QR and another workflow (W2) to update this QR contact from SR. Then the W1 can be used to update the Contact fields like Phone # from one of the Survey Question response.
The blog post clearly says:
The first challenge we are going to hit is that since the answer doesn’t have a direct relationship with contact, we can’t easily update the Contact record from a question response workflow. One way to resolve this is to add a relationship between question response and contact, and if the response is related to a contact, update the contact field on the question response to link it to the contact.
I have a custom entity Stuff and it contains a lookup to Contact. I created a 1:N relation with the latter as primary and the former as related entity.
On the Contact's form I added a subgrid and I only wish to list the instances of Stuff that have the lookup pointing to the currently viewed Contact. However, when I choose Only Related Records, the custom entity isn't in the list (despite it being related via the 1:N relation).
So, I'm using All Record Types, instead, but that shows all the instances of Stuff and not, as I wish, only those that are related to the currently viewed member.
So, what's the best course of action here? Should I do something with the relation? Or build a custom filter in JavaScript? How can I make the Stuff related to Contact if it's at all possible?
The image below shows the available conditions for the related entities. I notice that none of them relates to Contact, though. Do I need to activate it somehow or am I approaching it from a totally wrong angle?
So to give you more detail, you add the grid on the form:
(This is coming from the contact Form edit, after you press add subgrid)
you select there only related records, this are the stuff record i created:
As you can see only 3 of them has a lookup pointing to a valid contact, from there if you look at the grid, is showing only the related ones as you selected during the grid creation:
In any case i update the answer this is how the relationship is defined, and is a simple lookup created from the stuff entity: