{"id":112788,"date":"2020-10-08T05:00:32","date_gmt":"2020-10-08T12:00:32","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=112788"},"modified":"2020-10-08T05:00:32","modified_gmt":"2020-10-08T12:00:32","slug":"integracao-com-microsoft-dynamics","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/pt-br\/integracao-com-microsoft-dynamics\/","title":{"rendered":"Integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics"},"content":{"rendered":"<p>A integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics, permite que as equipes de vendas e de aten\u00e7\u00e3o ao cliente integrem pesquisas com um CRM e ERP.<\/p>\n<p>Dynamics \u00e9 a principal ferramenta de CRM e ERP da Microsoft, cujo foco est\u00e1 em empresas de pequeno e m\u00e9dio porte.<\/p>\n<p>As equipes de vendas podem agora criar uma pesquisa criando uma lideran\u00e7a no Microsoft CRM Dynamics e acionar os pr\u00f3ximos passos no processo de vendas. Al\u00e9m disso, as equipes de aten\u00e7\u00e3o ao cliente podem executar uma pesquisa de <a href=\"https:\/\/www.questionpro.com\/pt-br\/Pesquisa-satisfacao.html\" target=\"_blank\" rel=\"noopener noreferrer\">satisfa\u00e7\u00e3o do cliente<\/a> e obter suas respectivas contas atualizadas com dados de satisfa\u00e7\u00e3o.<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2>5 passos para fazer a integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics<\/h2>\n<p>&nbsp;<\/p>\n<h3>1 &#8211; Login<\/h3>\n<p>Selecione a aba &#8220;Integra\u00e7\u00f5es&#8221; e depois selecione &#8220;Microsoft Dynamics&#8221;.<\/p>\n<h3>2 &#8211; Autentica\u00e7\u00e3o<\/h3>\n<ul>\n<li>Digite o link.<\/li>\n<li>O nome de usu\u00e1rio ser\u00e1 o mesmo que seu nome de usu\u00e1rio Microsoft Dynamics.<\/li>\n<li>Voc\u00ea pode adquirir o ID do cliente registrando um aplicativo no Azure Active Directory.<\/li>\n<li>Digite a senha no campo senha.<\/li>\n<li>Clique no bot\u00e3o &#8220;verificar conex\u00e3o&#8221;.<\/li>\n<\/ul>\n<h3>3 &#8211; Mapeamento de entidades e tipo de integra\u00e7\u00e3o<\/h3>\n<p>Uma vez que suas informa\u00e7\u00f5es de login Microsoft Dynamics tenham sido verificadas e conectadas, favor selecionar sua entidade Microsoft Dynamics e depois selecionar o tipo de integra\u00e7\u00e3o.<\/p>\n<ul>\n<li>Selecione o tipo de entidade que voc\u00ea gostaria de mapear para seu MS Dynamics CRM.<\/li>\n<li>Selecione o tipo de integra\u00e7\u00e3o com base em se voc\u00ea deseja criar um novo registro para a entidade selecionada ou atualizar um registro existente.<\/li>\n<li>Salvar o Mapeamento de Conex\u00f5es.<\/li>\n<\/ul>\n<h3>Passo 4 &#8211; Identificador da entidade<\/h3>\n<p>Uma vez salvo o mapeamento da conex\u00e3o, selecione o identificador e depois atualize-o. O identificador \u00e9 sempre \u00fanico.<\/p>\n<h3>Passo 5 &#8211; Mapeamento de campo<\/h3>\n<p>Mapear os campos em QuestionPro que se alinham com a Microsoft Dynamics:<\/p>\n<ul>\n<li>Cada pergunta ter\u00e1 um link para mapear essa pergunta para um campo pertencente \u00e0 Entidade selecionada em Dynamics CRM.<\/li>\n<li>No QuestionPro todos os tipos de perguntas fechadas (selecione o tipo) s\u00e3o salvas como inteiro. Voc\u00ea pode mapear todas as perguntas fechadas (selecione o tipo) para um campo num\u00e9rico no Dynamics CRM. As perguntas de texto podem ser salvas como um campo de tipo string.<\/li>\n<li>Tamb\u00e9m \u00e9 poss\u00edvel mapear vari\u00e1veis personalizadas da pesquisa e o nome da pesquisa para campos no MS Dynamics CRM.<\/li>\n<li>Uma vez mapeadas todas as perguntas e vari\u00e1veis personalizadas, clique em Save Data-Flow Mapping.<\/li>\n<\/ul>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Agora que voc\u00ea j\u00e1 sabe como fazer a<strong> integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics,<\/strong> \u00e9 hora de come\u00e7ar a <\/span><span style=\"font-weight: 400;\">pesquisar<\/span><span style=\"font-weight: 400;\">.\u00a0 Lembre-se que na<\/span><a href=\"https:\/\/www.questionpro.com\/pt-br\/\"> <span style=\"font-weight: 400;\">QuestionPro<\/span><\/a><span style=\"font-weight: 400;\"> temos as ferramentas de <\/span><a href=\"https:\/\/www.questionpro.com\/pt-br\/tour\/\"><span style=\"font-weight: 400;\">pesquisa online<\/span><\/a><span style=\"font-weight: 400;\"> e tamb\u00e9m <\/span><a href=\"https:\/\/www.questionpro.com\/pt-br\/mobile\/\"><span style=\"font-weight: 400;\">offline<\/span><\/a><span style=\"font-weight: 400;\"> que voc\u00ea precisa para o seu neg\u00f3cio decolar! <a href=\"https:\/\/demonstracaovirtual.questionpro.com\/?custom1=artigoblog\">Agende uma demonstra\u00e7\u00e3o<\/a> sem compromisso, totalmente gratuita e em portugu\u00eas e conhe\u00e7a todos os<\/span> <span style=\"font-weight: 400;\">recursos que temos dispon\u00edveis em nossas <\/span><a href=\"https:\/\/www.questionpro.com\/pt-br\/features\/\"><span style=\"font-weight: 400;\">diferentes licen\u00e7as<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/demonstracaovirtual.questionpro.com\/\"><img decoding=\"async\" class=\"aligncenter wp-image-109079 size-medium\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/bota\u0303o-demo-1-300x46.png\" alt=\"agendar demonstra\u00e7\u00e3o\" width=\"300\" height=\"46\" \/><\/a><img decoding=\"async\" class=\"wp-image-109585 size-full alignnone\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/linha.png\" alt=\"\" width=\"755\" height=\"40\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-109627 alignleft\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/linkedin-e1597935985111.png\" alt=\"\" width=\"30\" height=\"30\" \/><a href=\"https:\/\/www.facebook.com\/questionpro\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-109606 alignleft\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/facebook-e1597935894781.png\" alt=\"\" width=\"30\" height=\"30\" \/><\/a> <a href=\"https:\/\/www.youtube.com\/channel\/UC7BZDtLJ0mdrVqrVtyToMTw\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-109648 alignleft\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/youtube-e1597935924174.png\" alt=\"\" width=\"30\" height=\"30\" \/><\/a><a href=\"https:\/\/wa.me\/529985250894?text=Gostaria%20de%20mais%20informa%C3%A7%C3%B5es%2C%20voc%C3%AA%20pode%20me%20ajudar%3F\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-109641 alignleft\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/whatsapp-e1597935950389.png\" alt=\"\" width=\"30\" height=\"30\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics, permite que as equipes de vendas e de aten\u00e7\u00e3o ao cliente integrem pesquisas [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":112796,"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":[6],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics | QuestionPro<\/title>\n<meta name=\"description\" content=\"Com a integra\u00e7\u00e3o da QuestionPro com Microsoft Dynamics, as equipe de vendas e aten\u00e7\u00e3o ao cliente, ter\u00e3o a capacidade de integrar pesquisas com um CRM.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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