{"id":20847,"date":"2016-03-22T15:17:31","date_gmt":"2016-03-22T22:17:31","guid":{"rendered":"http:\/\/www.questionpro.com\/blog\/?p=20847"},"modified":"2026-10-13T04:31:29","modified_gmt":"2026-10-13T11:31:29","slug":"microsoft-dynamics-integration","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/microsoft-dynamics-integration\/","title":{"rendered":"Microsoft Dynamics Survey Integration: Sync Feedback to Your CRM"},"content":{"rendered":"\n

Sales and customer experience teams collect a lot of survey data. Too often, it stays stuck inside the survey tool instead of reaching the CRM where reps and account teams actually work. A Microsoft Dynamics survey integration closes that gap by pushing responses straight into Dynamics 365 records as they come in.<\/p>\n\n\n\n

QuestionPro has offered a direct Dynamics integration since 2016, and the connection method has since moved to a more secure OAuth login flow. Sales teams can trigger a survey off a new lead, and customer success teams can route satisfaction scores straight into an account record.<\/p>\n\n\n\n

This guide breaks down how the integration works, what teams actually use it for, and how it compares to Dynamics 365 Customer Voice.<\/p>\n\n\n\n\n\n

What is Microsoft Dynamics survey integration?<\/strong><\/h2>\n\n\n\n

Microsoft Dynamics survey integration is a connection that sends survey responses from a third-party survey platform directly into Microsoft Dynamics 365 CRM records. It lets teams map individual survey questions, custom variables, and system data to specific fields on a Lead, Contact, Account, or Case entity.<\/p>\n\n\n\n

An entity, in Dynamics terms, is simply a data table, such as Contacts or Leads. Once mapped, every new response can create a fresh record or update an existing one automatically, with no manual export or import step.<\/p>\n\n\n\n

This is different from building surveys natively inside Dynamics. The survey builder, logic, and reporting in QuestionPro’s survey software<\/a> live outside Dynamics, and only the finished response data flows into the CRM.<\/p>\n\n\n\n

Microsoft Dynamics survey integration vs. Dynamics 365 Customer Voice<\/strong><\/h2>\n\n\n\n

Dynamics 365 Customer Voice is Microsoft’s own survey tool, built into the Power Platform. It is a common source of confusion because both options ultimately land feedback inside Dynamics, but they solve different problems.<\/p>\n\n\n\n

The table below lays out the practical differences a team should weigh before choosing one.<\/p>\n\n\n\n

\n \n \n \n \n \n \n \n \n \n
Aspect<\/th>\n QuestionPro Dynamics integration<\/th>\n Dynamics 365 Customer Voice<\/th>\n <\/tr>\n <\/thead>\n
Where surveys are built<\/td>\n In QuestionPro, outside the CRM<\/td>\n Natively inside the Power Platform<\/td>\n <\/tr>\n
Survey logic depth<\/td>\n Advanced branching, scoring, and question types built for research<\/td>\n Simpler, form-style survey logic<\/td>\n <\/tr>\n
Data storage<\/td>\n Synced into Dynamics entities via mapping<\/td>\n Stored in Dataverse alongside other Dynamics data<\/td>\n <\/tr>\n
Distribution channels<\/td>\n Email, SMS, mobile app, kiosk, offline, embedded<\/td>\n Primarily email and Power Automate triggers<\/td>\n <\/tr>\n
Best fit<\/td>\n Teams that need research-grade surveys plus CRM sync<\/td>\n Teams fully committed to the Power Platform with simpler survey needs<\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n<\/div>\n\n\n\n

Neither option is universally better. A team already deep in Power Automate workflows may prefer Customer Voice for its native fit, while a team that needs heavier survey logic, multi-channel distribution, or offline data collection will get more from a dedicated survey platform connected through integration.<\/p>\n\n\n\n

How does the QuestionPro and Microsoft Dynamics integration work?<\/strong><\/h2>\n\n\n\n

The integration works through OAuth authentication, a secure login method where a user signs in through Microsoft’s own authorization screen instead of typing a password into QuestionPro. Once the account is verified, QuestionPro can read and write to the Dynamics entities the user has permission to access.<\/p>\n\n\n\n

After the connection is authorized, survey questions, custom variables, and system fields such as response ID or timestamp get mapped to Dynamics fields. Each mapping also gets an action: create a new record, update an existing one, or update if it exists and create one if it does not.<\/p>\n\n\n\n

From that point forward, every completed response that comes through the mapped survey link pushes data into Dynamics automatically. This connection sits inside the broader QuestionPro Integrations module<\/a>, so the same survey can also feed other connected systems alongside Dynamics.<\/p>\n\n\n\n

What can you do with survey data inside Microsoft Dynamics?<\/strong><\/h2>\n\n\n\n

Once responses are flowing into Dynamics, the practical uses tend to cluster around a few recurring patterns. These examples reflect how sales and customer success teams typically put the integration to work.<\/p>\n\n\n\n