Introduction

Microsoft introduced Customer Voice in 2020 to get feedback from customers and save it into Customer voice entities in Dynamics 365 CRM. Further, they also introduced new features in  Customer voice.

Recently, I was setting up Customer Voice and creating its invitations using Power Automate Flow. Here, I came across an error when I was trying to use Customer Voice Survey Invitation Id in Power Automate Flow to update the invite as well as set that invite on another record. In this blog we will see how to resolve this error.

In my scenario, I had used Power Automate Flow to create an invitation of Customer Voice Survey and needed to set that Customer Voice invitation in “Recent invites” field on the contact to which it was sent to.

So, I updated the Power Automate Flow to update the Contact and set the survey Invite using Invitation Id output of the “Create an Invitation” option in Power Automate Flow.

But I faced an error saying, the record With Id (Invitation Id output of “Create an Invitation” step) Does Not Exist.

On further checking we found similar kind of error when updating, retrieving or setting Customer voice survey Invite record in CRM using the Invitation Id output.

But from the older flow runs we could confirm that the Invitation Id is the same as Customer voice survey invite record id in CRM.

After further looking into this, we found that we use “Customer voice” connector’s “Create an Invitation” option, when we create invitation. As a result, there is usually a certain delay in completing create process of that Customer voice survey Invite’s record in CRM.

After making these changes, we were successfully able to get the Customer Voice Survey Invite record in CRM using Power Automate Flow using Invitation Id output of “Create an Invitation” step. We were then able to use this Survey Invite record of CRM to update, retrieve operations in CRM.

Conclusion

As illustrated above, we need to add a delay in Power Automate Flow just after creating a Customer voice Survey Invite in order to use its Invitation Id to perform CRM operations on this Survey Invite record in CRM.

For more great blogs click here

About the Author:

Inogic is a Microsoft Gold Partner and a leading Dynamics 365 CRM ISV since 2007 with exclusive focus on providing innovative apps and services on Dynamics 365 CRM/Power Platform. Its flagship product Maplytics™, a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations like MailChimp Integration, Subscription and Recurring Billing Management, QuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2Dynamics, SharePoint Security Sync improving productivity with Click2Clone, Click2Export, Click2Undo, Alerts4Dynamics, Lead Assignment and Distribution Automation, User Adoption Monitor, Gamifics365, or simply visual representation of data using Visualization Apps Kanban Board, Map My Relationships Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community, Inogic Blogs are very popular for their regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com

Reference:

Inogic. (2022). How to use Invitation Id of Customer Voice Survey Invitation in Power Automate Flow. Available at: https://www.inogic.com/blog/2022/03/how-to-use-invitation-id-of-customer-voice-survey-invitation-in-power-automate-flow/ [Accessed: 13 April 2022].