Dynamics 365
Dynamics 365 is Microsoft’s suite of business applications, used in particular for sales and field service management. The integration with InputKit lets you use selected Dynamics 365 data and events as automatic triggers for your InputKit sequences. Your questionnaires go out at the right moment, with no manual step.
What the Dynamics 365 integration with InputKit allows
Events recorded in your Dynamics 365 modules become triggers for your InputKit sequences.
- InputKit sequences triggered automatically by events recorded in Dynamics 365
- Triggers available from opportunities in Dataverse and work orders in Field Service
- Several modules can be connected, for example Sales and Field Service
- Configurable sending delay, with Dynamics 365 fields passed to InputKit including the customer’s name and email
- Optional filters so a sequence only goes out under certain conditions
Ready to connect Dynamics 365 with InputKit?
Book a demo to see how you can trigger satisfaction questionnaires from the events already recorded in Dynamics 365.