Microsoft Dynamics CRM Integration

The Microsoft Dynamics CRM integration with QuestionPro allows you to automatically send survey responses to your Dynamics CRM account. With the new OAuth-based authentication method, users can securely connect their Dynamics account by logging in through Microsoft's authorization flow—no need to store or share passwords. Once connected, you can map survey questions to CRM fields and define whether to create or update records in Dynamics (like Leads or Contacts). This ensures your CRM data is always up to date based on real-time feedback from surveys.

How to use Microsoft Dynamics integration to connect the QuestionPro survey to your Microsoft Dynamics CRM account?

To integrate your QuestionPro survey with your Microsoft Dynamics account, please follow the steps below:

Go to: Survey >> Integration >> Microsoft Dynamics

Enter the name of the connection and your Microsoft Dynamics organization URL. Then click the Save button.

Click on the Login with MS Dynamics button.

The OAuth page will open in a new window. Enter your Microsoft username and click on the Next button.

Then enter your Microsoft password and click on the Sign in button.

After creating a connection, you will need to map the survey to your Dynamics object. Click on the + Add New Mapping button to add the field mapping for the current survey.

Select the action you want to perform on each new QuestionPro response from the first drop-down:
1. Create New: To create a new record in the Dynamics object.
2. Update Existing: To update an existing record in the Dynamics object.
3. Update if exists, else create new: To avoid duplicate records in the Dynamics object.

Select your Dynamics object in the second drop-down and click on the Continue button.

In the next screen, select the mapping type for the current survey from the first drop-down:
1. Map a question: To map the answer code of the question to a Dynamics field.
2. Map a custom variable: To map a custom variable value of the response to a Dynamics field. Available custom variables are from custom3 to custom255.
3. Map a system variable: To map the system variable values to a Dynamics field. Available system variables are ResponseID, Timestamp, Device Data, and Language.
4. Map an answer value: To map the answer value to a Dynamics field.
5. Pull Data: To pull existing data from a Dynamics record and use it within the survey.

Select the question or variable from the QuestionPro survey in the second drop-down, and select the Dynamics object field in the third drop-down. Use the '+' and '-' buttons on the right side of each field mapping to add or delete options, respectively. Ensure you have provided mappings for all the required fields, then click on the Continue button.

Note: Please make sure to collect the responses for your survey from the Survey URL provided inside the mapping to send the data to your Dynamics object. Otherwise, the data will not be sent to your Dynamics object; it will remain in your QuestionPro account.

After configuring the mappings, you will see a list of mappings created for that survey. You can review all the mappings for that survey using the snapshot view by hovering over each mapping. You can click on the mapping or the Edit button in the snapshot view to edit that particular mapping.