{"id":21265,"date":"2016-04-02T10:29:55","date_gmt":"2016-04-02T17:29:55","guid":{"rendered":"http:\/\/www.questionpro.com\/blog\/?p=21265"},"modified":"2022-12-27T03:47:10","modified_gmt":"2022-12-27T03:47:10","slug":"microsoft-dynamics-integration-youtube","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/microsoft-dynamics-integration-youtube\/","title":{"rendered":"Integrate surveys with Microsoft Dynamics and map responses to CRM in real-time"},"content":{"rendered":"

QuestionPro has created a direct integration with Microsoft Dynamics<\/h1>\n

Last week, we announced a direct Microsoft Dynamics integration. <\/a>This integration will enable sales and customer success teams to integrate surveys with Microsoft Dynamics CRM and ERP solutions. This week, we\u2019re taking it one step further by providing you a step-by-step video. This all can be accomplished in under four minutes. Check it out!<\/p>\n

\nhttps:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2016\/04\/Video-Microsoft-Dynamics.mp4<\/a><\/video><\/div>\n

 <\/p>\n

This will be available to everyone in April within the QuestionPro Integrations module. However, if you are interested in becoming a part of our Beta test, please email james.solada@questionpro.com<\/a>. This will be available within the QuestionPro Integrations<\/a> module. However, if you are interested in becoming a part of our Beta test, please email james.solada@questionpro.com. Here are the five simple steps to Integrate Microsoft Dynamics with QuestionPro \u2013 in case the video is not your thing.<\/p>\n

Step 1 \u2013 Logging In<\/h3>\n

Select the \u201cIntegrations\u201d tab and then select \u201cMicrosoft Dynamics.\u201d<\/p>\n

Step 2 \u2013 Authentication<\/h3>\n
    \n
  • Enter your CRM Dynamics Organization URL.<\/li>\n
  • The username will be the same as your Microsoft Dynamics username.<\/li>\n
  • You can acquire the client ID by registering an app with Azure Active Directory.<\/li>\n
  • Enter the password in the password field.<\/li>\n
  • Click on the \u201cVerify Connection\u201d button.<\/li>\n<\/ul>\n

    Step 3 \u2013 Entity Mapping & Integration Type<\/h3>\n

    Once your Microsoft Dynamics login information has been verified and connected, please select your Microsoft Dynamics entity and then select the integration type.<\/p>\n

      \n
    • Select the type of entity that you would like to map to your MS Dynamics CRM.<\/li>\n
    • Select the Integration Type based on whether you want to create a new record for the selected entity or update an existing record.<\/li>\n
    • Save Connection Mapping.<\/li>\n<\/ul>\n

      Step 4 \u2013 Entity Identifier<\/h3>\n

      Once you have saved the connection mapping, select the identifier and then update. The identifier is always unique and in the example below is \u201cemailaddress1\u201d<\/p>\n

      Step 5 \u2013 Field Mapping<\/h3>\n

      Map the fields in QuestionPro that aligns with Microsoft Dynamics.<\/p>\n

        \n
      • Each question will have a link for mapping that question to a field belonging to the selected Entity in Dynamics CRM.<\/li>\n
      • In QuestionPro all close ended (select type) question types are saved as integer. You can map all close ended (select type) type questions to a numeric field in Dynamics CRM. Text questions can be saved as a string type field.<\/li>\n
      • You can also map survey custom variables and the survey name to fields in MS Dynamics CRM<\/li>\n
      • Once all questions and custom variables are mapped, click on Save Data-Flow Mapping.<\/li>\n<\/ul>\n

        That\u2019s it! QuestionPro will now be integrated with Microsoft Dynamics. We will make the announcement once integration goes live. Stay tuned!<\/p>\n","protected":false},"excerpt":{"rendered":"

        QuestionPro has created a direct integration with Microsoft Dynamics Last week, we announced a direct Microsoft Dynamics integration. This integration […]<\/p>\n","protected":false},"author":119,"featured_media":768739,"comment_status":"open","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":[304,331],"tags":[],"yoast_head":"\nIntegrate surveys with Microsoft Dynamics and map responses to CRM in real-time | QuestionPro<\/title>\n<meta name=\"description\" content=\"QuestionPro has created a direct integration with Microsoft Dynamics, enabling sales and customer success teams to integrate surveys with their CRM\" \/>\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\/microsoft-dynamics-integration-youtube\/\" 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