Zonka Feedback offers to integrate with Microsoft Dynamics 365 and sync the attributes of entities in your Microsoft Dynamics 365 account with the values captured in the response of the survey you conduct.
Simply state the triggers and define the mappings and Zonka Feedback would do the rest. You can capture leads, create contacts, accounts, opportunities etc and update the existing ones with survey responses.
With the Microsoft Dynamics 365 and Zonka Feedback, you can:
Sync your Microsoft Dynamics 365 entities and their fields
Create and update entities as a response is received
Collect CX Metrics and run sentimental analysis on your customers
In this article you will learn:
What do you need for this Integration?
For both types of Mapping, you will need
An active Microsoft Dynamics 365 Account - Any plan
An active Zonka Feedback Account - Any plan for custom mapping and Growth plan for managed mapping.
How to add a custom mapping to sync data?
A custom mapping can be added for any survey in Zonka Feedback simply by following this step by step procedure
Choose a Survey from Survey List View and head to the Integrations tab from the top navigation.
Click on 'Connect' in Microsoft Dynamics 365.
Next you will see the Microsoft Dynamics 365 Integrations Detail Page where you can select between Custom mapping and Managed Mapping. Here you select custom mapping.
You will be taken to the Microsoft Dynamics 365 Authorisation page where you can provide your credentials and complete the oAuth Process to connect with Zonka Feedback account
Once successfully authenticated, you will be directed back to the Zonka Feedback platform.
Here you will be able to see a “Add Mapping” button, which does exactly what it says.
When you click “Add Mapping”, you will be presented with a form to create the mapping
This custom mapping form have the following fields -
Mapping Name: This field is to create a textual identifier for all your mappings.
Entity Type: This drop down field enlists all the Microsoft Dynamics 365 entities. You can select the entity you wish to add data to via the chosen survey.
Select an Action: This drop down field will have all the actions available for the entitiy chosen in the previous field. These will be :
Create a New one : Creates a new contact every time a new response comes in
Update fields on an existing: create a new contact or updates an existing contact by matching the Id
Select a Mapping Condition: You can select when you want to trigger this mapping, on all or selective responses by adding Mapping conditions.
EVERY TIME: Trigger over all responses.
ONLY WHEN: Trigger only when One or All conditions are met.
What do you want to Map - Map the Zonka Feedback Survey Fields to Microsoft Dynamics 365 Entity Fields. If you would like to skip any field, then select No Mapping.
Once you have set up all of these click Save to save the mapping.
Note: There are certain mandatory fields for creation of a new entity of any entity type in Microsoft Dynamics 365, which are listed as a part of note when you select an entity. Those fields are required to be mapped in order to save the mapping