Collect customer feedback from Microsoft Dynamics 365 and sync customer properties

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a suite of intelligent business applications that helps organizations streamline operations, improve customer engagement, and drive data-driven decision-making.

Why should you connect Microsoft Dynamics 365 to Cycle: Key benefits

For product teams:

1. Leverage AI to analyze all Microsoft Dynamics 365 data and discover actionable product insights.

2. Dig into product feedback based on customer data and create customer voice reports in no time.

3. Write PRDs with deep empathy and prioritize with confidence.

For sales teams:

1. Effortlessly report call insights and feedback to the product team.

2. Automatically receive updates on the status of each feedback item, all without leaving Attio.

This means you can close the feedback loop every time you ship something, making feedback reporting efficient and actionable.

How the Microsoft Dynamics 365 integration works

After a discussion with a prospect or customer, the Cycle integration makes it easy to forward product objections, bugs, and feature requests from Microsoft Dynamics 365 to the product team without leaving Microsoft Dynamics 365. The feedback stays tied to the corresponding customer record in your CRM, and customer properties such as revenue and company lifecycle stage can be synced to the Cycle customer voice dashboards. This integration allows sales teams to effortlessly send customer feedback to the product team and get automatic status updates on the feedback they submit.

Quick setup

1. Create an API Key: In Microsoft Dynamics 365, go to your settings and generate a new API key.
2. Set Up Webhooks: In Microsoft Dynamics 365, create a new webhook to trigger on ticket creation with specific properties.
3. Configure in Cycle: In Cycle, go to Integrations, select Microsoft Dynamics 365, and enter your Microsoft Dynamics 365 API key and webhook URL.
4. Test & Activate: Test the integration to ensure it's working correctly, then activate it.

Import historical data from Microsoft Dynamics 365 to Cycle

Use the feedback dropzone to import historical data from Microsoft Dynamics 365. You can also use our Zapier integration or install our browser extension to highlight text from anywhere on the web and send it straight to your Cycle workspace. For bulk imports, our CS team has scripts to upload your data in bulk. Contact us.