Microsoft Dynamics Integration Now Available!

Connect your feedback with your CRM – without the headache

We’re thrilled to announce our new Microsoft Dynamics integration is now live! Create & update contacts & cases in real-time using customer service & sales objects

Premium integration available on Enterprise+ plans, this powerful connection bridges the gap between your survey data and your CRM system.

What is the Microsoft Dynamics integration?

This integration creates a seamless two-way connection between SmartSurvey and Microsoft Dynamics, allowing you to:

• Push survey responses directly into Dynamics as contacts or cases
• Pull contact information from Dynamics to personalise your surveys
• Trigger surveys based on CRM events like closed cases or new leads

Save time, gain deeper insights through seamless automation.

Short-term wins

• No More Copy-Paste Marathons: Say goodbye to manually transferring data between systems
• Personalised Surveys Without The Faff: Automatically pipe in customer names, purchase history and other details for truly personalised experience for your respondents
• Faster Follow-Ups: Trigger automatic cases in Dynamics for low CSAT scores so nothing falls through the cracks

Long-term benefits

• Connected Customer View: Everyone in your organisation sees the same feedback data, creating a single source of truth
• Smarter Analysis: Filter responses using any Dynamics field (region, product, etc.) to spot trends you'd otherwise miss
• Higher Response Rates: Personalised surveys typically see 15-20% higher completion rates

See it in action

Watch our quick demo to see how SmartSurvey and Microsoft Dynamics work together to create a complete feedback loop:

Getting started is simple

1. Connect Your Accounts: Set up the integration with your Dynamics credentials
2. Choose Your Data Flow: Select what data you want to push, pull, or use as triggers
3. Watch The Magic Happen: The systems will begin working together, transferring data seamlessly

Premium integration available now for all Enterprise+ plans. Contact our team via the Automate tab in your survey editor view to learn more.

Links

• Read our Dynamics helpguide to learn more