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Microsoft Dynamics 365 CRM + Ratecard

Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM

You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.

You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    RatecardRatecard
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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ratecard logo
ratecard logo

About Ratecard

Ratecard is the online feedback and reputation management tool that helps you to collect feedback and reviews on autopilot.

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