{"id":67341,"date":"2019-02-09T02:00:02","date_gmt":"2019-02-09T10:00:02","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=67341"},"modified":"2023-10-16T21:41:35","modified_gmt":"2023-10-16T21:41:35","slug":"integracion-de-questionpro-con-microsoft-dynamics","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/","title":{"rendered":"Integraci\u00f3n de QuestionPro con Microsoft Dynamics"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">\u00bfConoces la integraci\u00f3n de QuestionPro con Microsoft Dynamics?. Esta integraci\u00f3n permite a los equipos de ventas y de \u00e9xito del cliente integrar las encuestas con las soluciones de Microsoft Dynamics CRM y ERP. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Aqu\u00ed un video del paso a paso para poder lograrlo en menos de cuatro minutos. \u00a1Compru\u00e9balo!<\/span><\/p>\n<p><center><div style=\"width: 1920px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-67341-1\" width=\"1920\" height=\"841\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2016\/04\/Video-Microsoft-Dynamics.mp4?_=1\" \/><a href=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2016\/04\/Video-Microsoft-Dynamics.mp4\">https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2016\/04\/Video-Microsoft-Dynamics.mp4<\/a><\/video><\/div><\/p>\n<p><\/center><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">Quiz\u00e1 te interese conocer sobre la\u00a0<a href=\"https:\/\/www.questionpro.com\/blog\/es\/integracion-con-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">integraci\u00f3n de QuestionPro con Google Sheets<\/a>.<\/span><\/p><\/blockquote>\n<h2><span style=\"font-weight: 400;\">Pasos para la integraci\u00f3n de QuestionPro con Microsoft Dynamics<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Estos son los cinco pasos para integrar Microsoft Dynamics con QuestionPro:<\/span><\/p>\n<p><b>Paso 1 &#8211; Iniciar sesi\u00f3n<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Seleccione la pesta\u00f1a &#8220;Integraciones&#8221; y luego seleccione &#8220;Microsoft Dynamics&#8221;.<\/span><\/li>\n<\/ul>\n<p><b>Paso 2 &#8211; Autenticaci\u00f3n<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Introduce la URL de tu organizaci\u00f3n de CRM Dynamics.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">El nombre de usuario ser\u00e1 el mismo que el de Microsoft Dynamics.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Puedes adquirir el ID de cliente registrando una aplicaci\u00f3n en Azure Active Directory.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Introduce la contrase\u00f1a en el campo Contrase\u00f1a.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Haz clic en el bot\u00f3n &#8220;Verificar conexi\u00f3n&#8221;.<\/span><\/li>\n<\/ul>\n<p><b>Paso 3 &#8211; Mapeo de Entidades y Tipo de Integraci\u00f3n<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Una vez que la informaci\u00f3n de inicio de sesi\u00f3n de Microsoft Dynamics haya sido verificada y conectada, selecciona tu entidad Microsoft Dynamics y luego selecciona el tipo de integraci\u00f3n.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Selecciona el tipo de entidad que deseas asignar a tu MS Dynamics CRM.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Selecciona el Tipo de integraci\u00f3n en funci\u00f3n de si deseas crear un nuevo registro para la entidad seleccionada o actualizar un registro existente.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Guardar mapeo de conexiones.<\/span><\/li>\n<\/ul>\n<p><b>Paso 4 &#8211; Identificador de entidad<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Una vez que hayas guardado el mapeo de conexi\u00f3n, selecciona el identificador y, a continuaci\u00f3n, actualiza. El identificador es siempre \u00fanico y en el ejemplo siguiente es &#8220;direcci\u00f3n de correo electr\u00f3nico1&#8221;.<\/span><\/p>\n<p><b>Paso 5 &#8211; Mapeo de campo<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Asigna los campos en <a href=\"https:\/\/www.questionpro.com\/es\/\" target=\"_blank\" rel=\"noopener noreferrer\">QuestionPro<\/a> que se alineen con Microsoft Dynamics.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Cada pregunta tendr\u00e1 un enlace para mapearla a un campo perteneciente a la Entidad seleccionada en Dynamics CRM.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">En QuestionPro todos los tipos de preguntas cerradas (seleccionar tipo) se guardan como enteros. Puede asignar todas las preguntas de tipo cerrado (seleccionar tipo) a un campo num\u00e9rico en Dynamics CRM. Las preguntas de texto se pueden guardar como un campo de tipo cadena.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tambi\u00e9n puedes asignar variables personalizadas de la encuesta y el nombre de la encuesta a los campos de MS Dynamics CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Una vez que todas las preguntas y variables personalizadas est\u00e9n mapeadas, haz clic en Guardar mapeo de flujo de datos.<\/span><\/li>\n<\/ul>\n<p>Quiz\u00e1 te interese conocer sobre la mejor <a href=\"https:\/\/www.questionpro.com\/blog\/es\/microsoft-customer-voice-vs-questionpro\/\">alternativa a Microsoft Forms Pro \/ Customer Voice.<\/a><\/p>\n<p><span style=\"font-weight: 400;\">\u00a1Eso es todo! \u00bfQuieres contactar a un asesor y conocer m\u00e1s a fondo sobre el uso de la integraci\u00f3n de QuestionPro con Microsoft Dynamics?<\/span><\/p>\n<p><center><a href=\"https:\/\/agendardemo2.questionpro.com\/?custom1=integracion-microsoft-dynamics\"><button>AGENDAR UNA REUNI\u00d3N<\/button><\/a><\/center><span style=\"font-weight: 400;\"><br \/>\nConoce m\u00e1s de las diversas <\/span><a href=\"https:\/\/www.questionpro.com\/es\/tour\/integraciones.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">integraciones de QuestionPro<\/span><\/a><span style=\"font-weight: 400;\">. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00bfConoces la integraci\u00f3n de QuestionPro con Microsoft Dynamics?. Esta integraci\u00f3n permite a los equipos de ventas y de \u00e9xito del [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":67346,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[167,163],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integraci\u00f3n de QuestionPro con Microsoft Dynamics | QuestionPro<\/title>\n<meta name=\"description\" content=\"\u00bfConoces la integraci\u00f3n de QuestionPro con Microsoft Dynamics?. Esta integraci\u00f3n permite a los equipos de ventas y de \u00e9xito del cliente integrar las\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integraci\u00f3n de QuestionPro con Microsoft Dynamics | QuestionPro\" \/>\n<meta property=\"og:description\" content=\"\u00bfConoces la integraci\u00f3n de QuestionPro con Microsoft Dynamics?. Esta integraci\u00f3n permite a los equipos de ventas y de \u00e9xito del cliente integrar las\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/\" \/>\n<meta property=\"og:site_name\" content=\"QuestionPro\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/questionpro\" \/>\n<meta property=\"article:published_time\" content=\"2019-02-09T10:00:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-16T21:41:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/02\/integracion-microsoft.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Cristina Ortega\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/02\/redes-integracion-con-microsoft-dynamics.jpg\" \/>\n<meta name=\"twitter:creator\" content=\"@questionpro\" \/>\n<meta name=\"twitter:site\" content=\"@questionpro\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Cristina Ortega\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/\"},\"author\":{\"name\":\"Cristina Ortega\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/#\/schema\/person\/36aae2d8eed7708b6408f95c0198593d\"},\"headline\":\"Integraci\u00f3n de QuestionPro con Microsoft Dynamics\",\"datePublished\":\"2019-02-09T10:00:02+00:00\",\"dateModified\":\"2023-10-16T21:41:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/\"},\"wordCount\":479,\"publisher\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/#organization\"},\"articleSection\":[\"Productos de QuestionPro\",\"Software para Encuestas\"],\"inLanguage\":\"es\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/\",\"url\":\"https:\/\/www.questionpro.com\/blog\/es\/integracion-de-questionpro-con-microsoft-dynamics\/\",\"name\":\"Integraci\u00f3n de QuestionPro con Microsoft Dynamics | QuestionPro\",\"isPartOf\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/es\/#website\"},\"datePublished\":\"2019-02-09T10:00:02+00:00\",\"dateModified\":\"2023-10-16T21:41:35+00:00\",\"description\":\"\u00bfConoces la integraci\u00f3n de QuestionPro con Microsoft Dynamics?. 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