power automate to map survey question response to entity Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/power-automate-to-map-survey-question-response-to-entity/ Microsoft Dynamics CRM . Microsoft Power Platform Mon, 01 Jun 2020 07:13:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 power automate to map survey question response to entity Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/power-automate-to-map-survey-question-response-to-entity/ 32 32 176351444 Map forms pro survey response to Lead Microsoft dynamics 365 or Share point http://microsoftdynamics.in/2020/06/01/map-forms-pro-survey-response-to-lead-microsoft-dynamics-365-or-share-point/ Mon, 01 Jun 2020 07:04:16 +0000 http://microsoftdynamics.in/?p=3280 The post Map forms pro survey response to Lead Microsoft dynamics 365 or Share point appeared first on Microsoft Dynamics 365 Blog.

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Create Power Automate flow to map Forms pro Survey with Lead entity

  • In our previous post, we created a Forms pro survey and embedded it in our website contact us page.
  • In this page, we will capture survey response answers with lead entity fields i.e First name , Last Name, Email, phone number, Organization.
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/formspro-blogs-Powerautomate-convert-to-lead.png?fit=1236%2C765

Step 6: Create new Power automate Flow When Forms pro Survey response is created

  • New Flow -> Name it as per requirement, I kept ” convert survey response to Lead”
  • Now Select Action as “When a record is created”
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/img_5ed3adaa98efa.png?fit=1079%2C692

Step 7: Get Survey Response question answers Details in power Automate flow

  • Click Create -> Select Environment for which forms pro survey was created and Entity to map
  • Next step while be selecting connector, here we will not select Forms Pro, but Microsoft forms as a connector to get the response details
  • After selecting Action it will ask to select Survey and then will ask for Identifier which after some research found it need an expression to convert SourceResponseidenifer (you will find value in the record, each record has unique value)
  • int(triggerBody()?[‘msfp_sourceresponseidentifier’])
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/formsprosurvey-response-to-leadfinal-.gif?fit=1280%2C720

Step 8: Create Lead and Map Survey Question response with lead fields

  • Add new step -> select connector Common data service -> Action as Create a new Record
  • Select environment -> Entity
  • Now map Lead fields with Get response details field
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/img_5ed3b625ca929.png?fit=1630%2C887

Step 9: Now we will update Forms Pro Survey response with Regarding field and subject

  • Adding a new step to update a record in dynamics 365
  • Select Environment -> entity -> and identifier of survey response on which flow was triggered

  • Mapping all other fields i.e recipient name, email, and regarding field as a lead
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/img_5ed3c90d297c7.png?fit=795%2C717

Testing Lead creation

https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/formsprosurvey-response-to-lead-test-.gif?fit=1280%2C720

The post Map forms pro survey response to Lead Microsoft dynamics 365 or Share point appeared first on Microsoft Dynamics 365 Blog.

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