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🧩 Microsoft Dynamics: Integration Setup

Jomar
Updated

This guide walks you through the process of setting up a robust, two-way integration between Microsoft Dynamics and AskNicely. Once configured, your Dynamics contacts can sync automatically to AskNicely for survey delivery, and NPS responses can be displayed directly within Dynamics.

🛠️ Step-by-Step Instructions

1️⃣ Connect Your Microsoft Dynamics Account to AskNicely

  1. Log into your AskNicely account.

  2. Click on App Store (house icon at bottom left) > Integrate > Microsoft Dynamics.

  3. Begin configuring the integration. Select Advanced Configuration only if advised by AskNicely Support.

  4. Log in to Microsoft Dynamics when prompted.

  5. Click Accept to grant permission to AskNicely.

  6. You’ll be redirected to AskNicely’s Dynamics integration page.

  7. Follow the on-screen steps to import AskNicely’s managed solution into your Dynamics instance.

2️⃣ Create a “Saved View” in Dynamics

To import contacts for surveying, create a Saved View in Dynamics. This can include all contacts or be segmented by business function.

a. Click the filter icon to open Advanced Find

b. Click Details and define your criteria

c. Click Edit Columns > Add Columns to select fields. We recommend:

  • First Name

  • Last Name

  • Email

  • Contact ID

  • Account ID

  • Product_type (suggestion)

  • Service_type or Interaction_type (suggestion)

  • State or Region (suggestion)

d. Click Results to test the configuration
e. Click Save As to name and save your view

3️⃣ Configure the Sync in AskNicely

  1. Go to the Dynamics integration page in AskNicely.

  2. Select your Saved View from the dropdown and click Add.

  3. Match Dynamics columns to AskNicely fields and click Confirm Matches.

  4. Click Sync to import immediately, or let it run nightly.

  5. Turn on Triggered if you want surveys sent as soon as contacts sync. Leave off to use a Send Scheduler later.

4️⃣ Display the Contact’s Most Recent Response in Dynamics

  1. Open a Contact record in Dynamics

  2. Click FORM in the top menu

  3. Choose your tab (e.g., “Summary”)

  4. Click INSERT > Section > One Column

  5. Rename the section to Most Recent NPS

  6. In the Field Explorer, double-click the NPS fields

  7. For the NPS Comment field, allow multiple rows of text

  8. Click Save, then Publish

5️⃣ Display All AskNicely Responses in Dynamics

  1. In the same form layout, select your tab/section

  2. Click INSERT > Sub-Grid

  3. Under Data Source, set Entity to AskNicely Responses

  4. Click New, name it, then click Add Columns

  5. Choose columns like Responded, Comment, etc.

  6. Save your view, select it, and click Publish

📊 Summary

You now have a two-way sync between Microsoft Dynamics and AskNicely. Contacts can flow automatically into AskNicely for surveying, and NPS responses are visible inside each Dynamics Contact record.

🙋 Need Help?

If you need further assistance or think this article may be out of date, please contact our Support Team at support@asknice.ly. We’re happy to help!

 

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