Let\u2019s consider a scenario where the user wants to send Covid 19 survey to the Dynamics 365 CE contacts to collect the information from the contacts associated with their business. To achieve the above you need to purchase or start the trial of Dynamics 365 Customer Voice<\/strong> by logging in here<\/a>.<\/p>\n Please follow the below steps to send a survey invitation of Customer Voice from Canvas App easily:<\/p>\n 1. We have created a sample Project in Dynamics 365 Customer Voice <\/strong>which contains a sample Covid 19 Survey with simple questions as below. To know how to create a project in Customer Voice, you can refer to this link<\/a>.<\/p>\n 2. Create a default canvas app for the Contact entity of Dynamics365 CE by following the below steps:<\/p>\n 3. As you can see below screenshot, the \u201cBrowseScreen\u201d will contain a list of all the contacts records from the CRM: 4. We have removed the Image of the Contact to add a checkbox for selecting the contacts to whom we need to send the survey invitation. Click on \u201cInput\u201d and then on \u201cCheckbox\u201d as shown in the below screenshot to add a checkbox in the browse screen of the canvas app:<\/p>\n 5. On \u201conCheck\u201d property of the Checkbox lets create a contact collection with the below formula:<\/p>\n Collect(<\/p>\n ContactCollection,<\/p>\n {<\/p>\n Email: ThisItem.Email,<\/p>\n FirstName: ThisItem.’First Name’,<\/p>\n LastName: ThisItem.’Last Name’,<\/p>\n ContactID: ThisItem.Contact<\/p>\n }<\/p>\n )<\/p><\/blockquote>\n The above formula will add the contacts in the ContactCollection <\/strong>from selected Contacts from the BrowseScreen using a checkbox.<\/p>\n 6. Now on \u201conUnCheck\u201d property of the Checkbox, let’s remove the contact from Contact collection with the below formula:<\/p>\n If(<\/p>\n LookUp(<\/p>\n ContactCollection,<\/p>\n ContactID = ThisItem.Contact,<\/p>\n true<\/p>\n ),<\/p>\n Remove(<\/p>\n ContactCollection,<\/p>\n First(<\/p>\n Filter(<\/p>\n ContactCollection,<\/p>\n ContactID = ThisItem.Contact<\/p>\n )<\/p>\n )<\/p>\n )<\/p>\n )<\/p><\/blockquote>\n 7. In your canvas app, add \u201cDynamics 365 Customer Voice<\/strong>\u201d Connector to use the connection as shown in the below screenshot:<\/p>\n 8. Add the mail icon on the top of the canvas app by clicking on the \u201cIcons\u201d and then \u201cMail\u201d as shown in the below screenshot to send the survey invitation from the list of contacts.<\/p>\n The header of the Browse Screen will be displayed as below after adding Mail Icon:<\/p>\n 9. On select property of the mail icon add the below formula to send the Survey Invitation link and create a \u201cCustomer Voice survey Invite record\u201d in Dynamics365 CE which will be related to all the selected contacts from the Browse Screen.<\/p>\n ForAll(<\/p>\n ContactCollection,<\/p>\n Dynamics365CustomerVoice.sendSurvey(<\/p>\n Email,<\/p>\n “IYZ6dQTjN0-1v1pS72oUFqXQdDZWVYxChFlL5RB9fgdURFlGU1NOUjRYUVEyQ1ZTVU5TSjhJMjhZUS4u”,<\/p>\n “2f3a6624-aea0-4da4-b1db-1bd06d6d4014”,<\/p>\n “b64153f0-d056-4c3c-853e-e90d810fd8df”,<\/p>\n {<\/p>\n Regarding: Concatenate(“contact,”, ContactID),<\/p>\n RecipientInfo: Concatenate(“contact,”, ContactID),<\/p>\n firstName: FirstName,<\/p>\n lastName: LastName<\/p>\n }<\/p>\n )<\/p>\n )<\/p><\/blockquote>\n The above formula will loop the ContactCollection<\/strong> which contains the list of contacts checked using checkbox and send the Survey Invitation using Dynamics365 Customer Voice<\/strong> connector.<\/p>\n Please see the below description for each parameter for the above formula:<\/p>\n Note:<\/strong> While creating your survey in Dynamics 365 Customer Voice, please select appropriate email template.<\/p>\n 10. Now let\u2019s run the Canvas App and send the Survey Invitation to selected contacts from the gallery.<\/p>\n 11. You will see the Survey Invitation link is been sent to selected contacts as shown in the below screenshot:<\/p>\n Also, a \u201cCustomer Voice survey Invite\u201d record is created for selected contacts in Dynamics 365 CE. Using these entity records you can track the survey invitation sent to the contacts.<\/p>\n You can send survey invitation to Dynamics 365 CE Contacts using Customer Voice from Canvas App.<\/p>\n","protected":false},"excerpt":{"rendered":" Introduction Microsoft comes with an exciting release that helps its customers to improve and advance their business. In recent times, Microsoft Forms Pro is replaced with Dynamics 365 Customer Voice which easily captures customer thoughts and suggestions. The Dynamics 365 Customer Voice helps in collecting feedback from the customer and helps in applying suggestions to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1954,16,19,24],"tags":[2085,1988,247,249,250,545,592,1802,1806],"class_list":["post-25521","post","type-post","status-publish","format-standard","hentry","category-canvas-apps","category-dynamics-365","category-dynamics-crm","category-dynamics-crm-2016","tag-canvas","tag-canvas-apps","tag-canvas-power-app","tag-canvas-powerapp-dynamics-365","tag-canvas-powerapp-dynamics-crm","tag-dynamics-365-crm","tag-dynamics-crm","tag-voice-of-customer-dynamics-365","tag-voice-of-customer-survey"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/25521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=25521"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/25521\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=25521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=25521"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=25521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Send](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/Send-Survey-Invitation-to-Dynamics-365-CE-Contacts-using-Customer-Voice-from-Canvas-App-1.png\")
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<\/a><\/p>\nConclusion<\/h2>\n