Plug-in
NPS for Dynamics
Connect Dynamics and nps.today
Survey creation & management Send-out, reminders, antispam
Branded NPS, CSAT & CES Customer Pulse surveys
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nps.today platform features:
Simple and easy survey creation and management
Live feedback app, dashboards and wallboards
Response notifications in Outlook, Teams etc.
CX AI Agent and interactive feedback analysis in BI
Dynamics plugin features:
NPS, CSAT and CES e-mail and SMS surveys triggered from Dynamics
NPS, CSAT and CES embed in Dynamics e-mails.
Customer Pulse overview in Dynamics
Feedback data inside Dynamics
Response follow up in Dynamics
Turn on Your Dynamics Customer Experience Radar
Connect your nps.today customer experience radar to Dynamics and start to measure – understand and act after customer interactions or whenever you need it.
Skip expensive or time-consuming IT-projects to set it up. Your Plug-in to Dynamics will get you there in no time.
And, with nps.today you can extend your Dynamics surveys to any customer touchpoint, channels and systems across marketing, sales, delivery and customer service.
Powerful Yet Simple CX Survey Management
Design fully branded surveys in just a few clicks using prebuilt templates for NPS, CSAT, and CES. No need to build your surveys inside complex systems — nps.today makes it easy for anyone to launch, manage, and automate feedback across any customer system.
Close the Loop
UNDERSTAND & ACT
- Notify the right colleagues based on ratings
- Make feedback follow-up tasks and take notes
- Share and follow responses on Live Wallboards
- Share responses and follow your own results in the Feedback App
- Prompt and dive into your feedback with the AI Feedback Assistant
- Analyze and understand feedback with powerful interactive BI
- Add and act on Customer Pulse in your CRM or customer system
Frequently asked questions about nps.today for Microsoft Dynamics 365
What is the nps.today Microsoft Dynamics 365 integration?
nps.today for Microsoft Dynamics 365 is a CX integration that connects NPS, CSAT and CES feedback with customer data and workflows in Dynamics. Organisations can trigger surveys from CRM events, synchronise responses back to Dynamics and give employees access to feedback on the relevant contacts and accounts.
Which Dynamics 365 products can be used with nps.today?
The primary plug-in is designed for Dynamics 365 CRM and can support workflows in Sales, Customer Service and Customer Insights. nps.today also provides integration options for Dynamics 365 Field Service, Business Central and Finance. The appropriate solution depends on where customer data is stored and which business events should trigger feedback.
Can NPS, CSAT and CES surveys be triggered automatically from Dynamics?
Yes. Surveys can be triggered using Dynamics data, events and Power Automate flows. Common examples include a closed service case, completed sale, onboarding, delivery or upcoming contract renewal. Employees can also send a survey manually from Dynamics or distribute surveys to selected contact and marketing lists.
Which survey channels does the Dynamics integration support?
NPS, CSAT and CES surveys can be sent by email and SMS following events in Dynamics. Surveys can also be embedded directly in Dynamics emails, allowing the recipient to begin answering within the message. Additional channels such as links, QR codes and pop-ups can be added through the wider nps.today platform, depending on the solution.
Where are survey results displayed in Dynamics 365?
Feedback can be displayed on Contacts and Accounts as well as in Dynamics reports and dashboards. A contact view can show the individual customer’s responses, while an account view can combine and aggregate feedback from several associated contacts. This gives sales and service teams insight into both individual experiences and the wider customer relationship.
What is Customer Pulse in Dynamics?
Customer Pulse is a continuously updated view of a customer’s NPS, CSAT and CES feedback across interactions. By making feedback history visible in Dynamics, employees can identify changes in satisfaction before a meeting, renewal or service conversation. Customer Pulse helps teams use customer feedback actively during everyday relationship management.
Can Dynamics display feedback collected through other systems?
Yes. nps.today can operate as a shared survey and feedback engine across different channels and customer systems. Feedback collected through other service, contact centre or digital channels can be consolidated in nps.today and made available in Dynamics. This provides employees with a broader view of the customer’s overall experience.
Can customer follow-up be automated in Dynamics?
Yes. Ratings, comments and CRM data can be used to create activities, send notifications or escalate critical feedback automatically. The follow-up can be assigned to the employee or team best placed to act. Notes and completed actions can be recorded so the organisation can track the process from the original response to resolution.
How are Dataverse and Power Automate used in the integration?
The Dynamics integration uses a Microsoft Dataverse solution to manage campaigns, responses and related CX data. Power Automate cloud flows send survey requests, retrieve new campaigns and synchronise responses between nps.today and Dynamics. This allows triggers and follow-up workflows to be adapted to the organisation’s existing Microsoft environment.
Can feedback be shared through Power BI, Teams and Outlook?
Yes. Feedback can be shared through live dashboards, wallboards and the nps.today Feedback App. Power BI supports more advanced analysis and reporting, while notifications and feedback can become part of daily work through Microsoft Teams and Outlook. This makes CX insights available to employees who do not work directly in Dynamics.
How can an organisation prevent too many surveys from being sent through Dynamics?
nps.today can manage reminders and antispam rules such as throttling, which limits how frequently the same customer is contacted. Survey triggers should be coordinated across sales, service, marketing and other systems. This prevents several closely related Dynamics events from generating overlapping survey invitations for the same recipient.
What is required to install the Dynamics 365 integration?
Setup requires an appropriate nps.today subscription, import of the Dynamics and Dataverse solution and configuration of the API key, connections and Power Automate flows. A Dynamics or Power Platform administrator should normally participate. Existing campaigns and responses can be loaded during the initial synchronisation before automated flows are activated and tested.
How much does the nps.today Dynamics 365 integration cost?
The Dynamics plug-in is available as part of an nps.today solution or as an add-on to relevant subscriptions. The total price depends on survey volume, modules, channels, Dynamics configuration and implementation requirements. A proposal should therefore reflect the required triggers, data flows, business units and follow-up processes.
NPS for Dynamics - More Features
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Ready to make feedback operational?
See how nps.today helps your team collect feedback,
analyze it with AI and turn insights into follow-up.
- NPS, CSAT & CES surveys
- Dashboards and AI feedback insights
- Automated follow-up workflows
