Dynamics 365 integration
Survey feedback in Dynamics 365, on the right contact.
Rirofeed matches each respondent to a Dynamics 365 or Dataverse Contact by email, creates them if needed, and attaches the full response as a note.
What it does
- Matches the Contact by email (emailaddress1), or creates them
- Attaches the feedback as a note (annotation) on the Contact
- Works with Dynamics 365 Sales, Customer Service and other Dataverse apps
- Sends new responses, negative feedback, approved testimonials, or any mix
- Filters by form, sentiment, NPS or rating
Set it up in a few minutes
- Copy your organization URL, like
https://yourorg.crm.dynamics.com. - Get a Microsoft Entra ID (Azure AD) bearer token with access to Contacts and notes.
- In Rirofeed, go to Integrations, choose Dynamics 365, paste both, pick events and save.
What lands in Dynamics 365
Field by field.
| In Dynamics 365 | From Rirofeed |
|---|---|
| Contact match | emailaddress1 equals the respondent’s email |
| New Contact (if no match) | First name, last name, email and job title |
| Note (annotation) | The form name, the score summary (for example NPS 9/10 · Positive), any testimonial, every answer, and the response ID. |
Events
Choose what gets sent.
Pick one or more events, then narrow them down by form, sentiment, NPS range or star rating.
| Event | When it fires |
|---|---|
| New response | Someone completes a form or clicks a Riro Temperature. |
| Negative feedback | A response with NPS of 6 or below, a 1–2 star rating, a low CSAT, a Freezing or Cold temperature, or negative written sentiment. |
| Testimonial approved | You approve a testimonial in the review inbox. |
Does this work with Dataverse?
Yes. Rirofeed talks to the Dataverse Web API, which Dynamics 365 apps are built on.
Can I send only some responses?
Yes. Choose which events to send, and filter by form, sentiment, NPS range or star rating range. For example, send only detractors from your quarterly NPS survey.
What happens if a delivery fails?
Rirofeed tries each delivery up to three times, waiting longer between attempts. Every delivery is logged with its result, so you can see what was sent and resend it.
Find out how customers really feel.
Start free with ready-made NPS, CSAT and testimonial forms. Upgrade when you’re ready.