Feedback on autopilot via Dynamics 365

Measure and improve your experience. Get reviews to grow your brand. Fully on autopilot via Microsoft Dynamics 365.

Ratecard Integration Microsoft Dynamics 365

Want to grow your business? No problem.

Plug-and-play integration with Dynamics 365

Pre-built surveys and triggers to get you started

We've built many surveys and triggers that you can use out-of-the-box to measure, improve and grow your business in a few clicks.

Personalised messages to increase response rate

The owner of the contact will be the sender of your messages. This way, messages feel human and high response rates are ensured. Also, the owner can be tracked back to the feedback collected.

Enrich & filter experience data in Dynamics 365

Experience data natively available

Our integration lets you update custom fields within Dynamics 365 automatically, making sure your native data is up-to-date with latest experience data. And it can be used for filtering and searching as well. Nice, right?

Embedded charts, dashboards & tabs

We support embedded charts, dashboards and tabs for candidates, customers, employees and suppliers, so a unified experience is guaranteed for your users in Dynamics 365.
Prefill data automatically via smart fields - Ratecard

We support these events

Feedback on autopilot via Dynamics 365

  • Contact status changed

    Contact status changed

    Ask for feedback whenever a contact status is changed in Microsoft Dynamics 365

  • Lead status changed

    Lead status changed

    Ask for feedback whenever a lead status is changed in Microsoft Dynamics 365

  • Meeting scheduled

    Meeting scheduled

    Ask for feedback whenever a meeting is scheduled in Microsoft Dynamics 365

  • Opportunity status changed

    Opportunity status changed

    Ask for feedback whenever an opportunity status is changed in Microsoft Dynamics 365

  • Placement status changed

    Placement status changed

    Ask for feedback whenever a placement status is changed in Microsoft Dynamics 365

  • Project status changed

    Project status changed

    Ask for feedback whenever a project status is changed in Microsoft Dynamics 365

  • Vacancy status changed

    Vacancy status changed

    Ask for feedback whenever a vacancy status is changed in Microsoft Dynamics 365

  • Add dashboard

    Add dashboard

    Add a real-time report from Ratecard as a dashboard to Microsoft Dynamics 365

  • Add feedback as a custom object

    Add feedback as a custom object

    Add feedback as a custom object in Microsoft Dynamics 365 when feedback is received

  • Add custom tab

    Add custom tab

    Add feedback as a custom tab on an account, lead or contact in Microsoft Dynamics 365

  • Update custom field

    Update custom field

    Update a custom field in Microsoft Dynamics 365 when feedback is received

Want to know how to grow?Get your demo today.

Proven survey templates

Ask the right question(s) via Dynamics 365

  • Interview

    Interview

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Discovery Call

    Discovery Call

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Follow-Up Call

    Follow-Up Call

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Product Demo

    Product Demo

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Onboarding Kick-Off

    Onboarding Kick-Off

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Implementation

    Implementation

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

Our reviews

What do Dynamics 365 users say?

Searchable attributes, tabs & dashboards

Two-way integration with Dynamics 365

Ready to collect feedback viaDynamics 365? Let's go!

Frequently asked questions

Can’t find the answer you’re looking for? Reach out to our support team, we'll be thrilled to help you!

What costs do you charge per survey that's sent?

We don't charge for surveys sent. Your plan includes an unlimited number of surveys sent.

Is the integration included in the price?

Of course, the integration is included. We'll help you set up the integration; no need for technical skills!

Is onboarding included in the price?

Yes, it is. We help you integrate your app or tool with Ratecard. Next, we'll help you set up your feedback program(s) - no string attached. You'll also receive an extensive walk-through of our app, if you like.