The requirement is to store SOURCE of an anonymous survey

1. We rendered form in website passing source value
2. Now we will create a Power automate flow, On receive of survey response

   

3. • Selecting Action as Parse JSON
   • Selecting Context Data

     

   • Now we will generate a schema from the sample, Going to an already received Response record in Dynamics 365
   • Then copy the context and Generate Schema

   

4. Get Hidden Question “Source”  form pro survey Question entity where name  = “Source”
   NOTE: THIS IS NOT MANDATORY YOU CAN MAP IT WITH ANY OTHER EXISTING RESPONSE IF NEEDED

   

• 1. Now we have our Received survey Response
  2. Survey Question = Source
  3. As our question was hidden and there was no answer, there will not be source Survey Question Response (We got a question in above step now we will map that question with this response)
  4. We will create  source Question response and associate it with received survey response
  5. To get Source Question identifier and Question for  Source(replace name) use below expression, As we have used fetch list of record where Question = source, we need to take 1 record only otherwise we have to use Apply to all (loop)

  body(‘Get_Recipient_question’)?[‘value’]?[0]?.msfp_questionid

  

1. There are 2 methods of distributing or sending a personalized survey. When we send a survey which creates an invite token or adds personalized information for recipient example case number
2. Anonymous survey is distributed using links website placeholders or QR code, which have generic information and before receiving response recipient is unknown.

1. setting our custom variable “CaseNumber” created in part 1st in Subtitle i.e Welcome to Dvmske customer experience survey  – Created for {{Casenumber}}
2. It should look like below when creator preview the survey or when we send this survey as anonymous though the link
3. When the survey is sent to the recipient on case resolution, it Variable will have a case number of the recipient.

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Requirement: The survey recipient example abc@dvmske.com receives an Anonymous survey of 50% discount and while filling up the survey he enters different email 123@dvmske.com

1. The requirement is to get Recipient Email ID along which Survey Response question email id.
2. So there will be 2 Question response
   Question 1: Recipient Email (Hidden Question on survey)
   Question 2: Email ID

• As Per the Requirement, we will have 2 Email question in our form
• 1 of recipient email id that will be hidden, 2nd will be visible email id, that will be filled by Recipient
• As we have also embedded survey on our website, we will add 1 more hidden field “Survey Source”

1. For the testing, we will add Variable Source and Recipient Variable in Source and Recipient Question on Survey
2. Then passing both the variable in Survey URL parameter
   &ctx={“Recipient“:”abc@dvmske.com”,”Source“:”Email”}
3. When Recipient submit the Survey we will receive these value with each Response and we can map these Variables with “Survey response questions Responses” in Dynamics 365 crm

In Below example, we are using Source as Email, We can set Source as Website for embedded Survey in our Website

NOTE: THESE 2 FIELDS WILL BE HIDDEN IN ORIGNAL SURVEY

• Once Recipient Submits the Survey, Power automate trigger will Generate a Question Response on Receive of Survey Response in Dynamics 365, NOTE: THESE QUESTIONS WERE HIDDEN SO QUESTION RESPONSE  WILL NOT BE AUTOGENERATED.

1. Now we have our Received survey Response
2. Survey Question = Recipient
3. Survey Question = Source
4. As our question was hidden and there was no answer, there will not be any Recipient and source Survey Question Response
5. We will create Recipient and source Question response and associate it with received survey response
6. To get Source Question identifier and Question for Recipient and Source(replace name) use below expression, As we have used fetch list of record where Question = recipient, we need to take 1 record only otherwise we have to use Apply to all (loop)

body(‘Get_Recipient_question’)?[‘value’]?[0]?.msfp_sourcequestionidentifier

body(‘Get_Recipient_question’)?[‘value’]?[0]?.msfp_questionid

NOTE: &ctx={“Recipient“:”abc@dvmske.com”,”Source“:”Email”} Values inside these are not static, if there are 50 recipients while sending the survey link its marketing team responsibility to attach parameters.

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• Visit the app source to get Microsoft forms pro for Microsoft dynamics 365
  https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.shimla
• Note : Newly created org might not need to Separately install solution , Forced update will auto install the solution

• Visit the admin.microsoft.com and ask global admin to check if license is assigned to correct user / signed user

• Navigate to Settings -> security -> users -> and search for form pro application user
• After Successful Provision of forms pro , this application user is created