How to enrich Microsoft Dynamics CRM with data from smart surveys?

If you want to send engaging smart surveys to your Microsoft Dynamics contacts, enrich your contact records in real time with high value customer data or even empower your teams with actionable real time insights right from Microsoft Dynamics, you should connect your Microsoft Dynamics and MyFeelBack accounts together.

Find how by following those few steps.

To learn more about mapping, feel free to read our article: what is a mapping .


I - Requirements

  • In order to configure your mapping, you have to make sure your campaign is correctly set up. 
  • To design a precise and meaningful mapping, you should start by identifying what you want to map (i.e. which information you want to send to Microsoft Dynamics).
  • In your survey, please identify your Attributes (and create some if you don't have any). You don't have to use Attributes, but most of the time, it allows you to easily exploit the identity of your respondents (and then link it to the correct Contact record in Microsoft Dynamics). 
  • As a best practice, we recommend to create an email Attribute to find corresponding email fields between your respondents and your Microsoft Dynamics contacts database. 
  • Also, add Tags in your questions to identify them easily once you will be creating the Mapping between MyFeelBack and Microsoft Dynamics. 

II - Connect to Microsoft Dynamics

Then you need to connect Microsoft Dynamics to MyFeelBack. 

Go to Settings in the side menu. Click on Available applications.

Then click on the + Integrate button of Microsoft Dynamics. 

You can now Connect to Microsoft Dynamics and enter your credentials.

In your Microsoft Dynamics account, you'll find your credentials. On the homepage go to: Settings > Dynamics Apps or by picking directly form your address bar.

III - Mapping

Once you are connected to Microsoft Dynamics, you can design your Mapping.
Click in the Mappings tab and then on the + Add new mapping button.

You can now set your Microsoft Dynamics Mapping: 

1/ Name it to easily remember it (Cart Abandonment).

2/ In Distant App object, select the element you will feed inside Microsoft Dynamics. As an example, select Contact to add content in a field inside a Contact.

3/ The Identification field is really important to link a contact between MyFeelBack and Microsoft Dynamics. As an example, we choose to identify our customer thanks to his email address (which has to be the same in MyFeelBack and Microsoft Dynamics for the mapping to work).

4/ The Operation allows you to choose to either create a new entry on Microsoft Dynamics (Creation), update an existing entry by writing over an old one (Update), or even create an entry if the data does not exist yet and update if there is already existing data (Create or Update).

5/ You now have to fill the Mapping fields:

  • Internal objects are the information to find in MyFeelBack (in this case, a question associated to a Tag named Abandonment). 
  • External fields are the fields which will be modified in Microsoft Dynamics (in this case, a field called Abandonment reasons in your Contact sheet in Microsoft Dynamics).
  • Transformation is used only in very specific cases. It allows you to modify the format of your data (example: change a phone number from +001943XXXXX to 943XXXXX). 

Choose your internal object.

Then your External field.

Do not forget to save your modifications. 

IV - Actions

Once your mapping is ready, you need to use it in an action inside your corresponding Campaign to make it work. 

On the Actions tab of your Campaign, define your When and If conditions.
What is an action ?

Then select Feed an application as the Then action.

Select your mapping.

In our example, our scenario basically says: When a page is submitted and If this Page is called Abandoning, Then Feed my CRM with this specific mapping.

Do not forget to save your modifications.

All you need to do now is to deploy your Campaign and verify that everything works well in Microsoft Dynamics.


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