Connect Microsoft Dynamics to Skeepers

The Skeepers Feedback Management solution can interact with many other platforms in your work environment.

You can connect Skeepers to Microsoft Dynamics using a connected application. Its installation is quick and accessible to everyone. This integration will allow you to use mapping to automatically transfer respondent information to Microsoft Dynamics.

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Learn how to configure this integration by following these simple steps.

Usage

The connected Microsoft Dynamics application simplifies your data management by feeding Microsoft Dynamics with your respondents' data.

We explain how to set up Microsoft Dynamics's data feed in the article Using Skeepers to feed Microsoft Dynamics.

Accessibility

  • The connected Microsoft Dynamics application is available to everyone

Requirements

  • Be logged in as an administrator of your Microsoft Dynamics instance
  • Be logged in as a user with the "Account Settings" permission on your Skeepers instance

Connecting to Microsoft Dynamics

From the "Settings" tab visible in the left sidebar of the platform, go to the "Integrations" section, then "Available applications".

Use the search bar located on the right to find "Microsoft Dynamics". This connected application can be used for data mapping (learn more about webhooks). Click the "Integrate" button.

Then add a new managed authentication. Name this new authentication and complete the fields.

Fill the required fields, depending on your authentication type.

The credentials are available on the Microsoft Dynamics homepage, under the "Settings" menu, then "Apps for Dynamics." Additionally, the server URL is, by default, the same as the address of your Microsoft Dynamics homepage.

Then press the "Save" button, followed by "Test connection".

The authentication is now set up.

If the authentication has this symbol in the list, it is well connected

If the authentification has this symbol in the list, it means it is disconnected, please verify the fields and intervene

Mapping configuration

By configuring the mapping, you can define the data you want to transfer from Skeepers to Microsoft Dynamics.

To do so, go to the "Mappings" tab of your new connected Microsoft Dynamics application and press the "Add new mapping" button.

Next, name this new mapping. It should reflect its purpose (example : detractor client, unsubscribed, etc.). Then, select the newly created authentication in the "Authentication" field.

In the "Distant app object", select the element you wish to enrich in Microsoft Dynamics.

The "Identification field" corresponds to the data used to locate an element in Microsoft Dynamics.

The "Operation" field allows you to choose whether you want to :

  • create the data in Microsoft Dynamics (Create)
  • update existing data by overwriting the previous entry with the new one (Update)
  • or create the data if it does not exist and update it if it already exists (Create or Update)

Mapping fields must then be added and completed based on the variables you wish to transfer from Skeepers to Microsoft Dynamics. The elements in the "Internal object" column correspond to variables in Skeepers (attributes, tags, answers, etc.), while those in the "External field" column correspond to the information and fields in Microsoft Dynamics.

The "Transformation" field is only required in very specific cases where the data must be altered to fit a precise format (example : transforming a phone number starting with "+336XXXXXXXX" into "06XXXXXXXX").

Press the "Save" button once everything is in order. If everything is properly configured, the fields should begin populating automatically.

For a better understanding of mapping, refer to our article Enhance CRM data using mapping.

 

If you have any questions, feel free to contact our Customer Care team.

 

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