Seamless Survey Automation for Dynamics 365 Customer Engagement & Field Service

Enhance Microsoft Dynamics 365 with automated surveys that collect real-time feedback at key customer touchpoints—when a case is created, updated, or resolved. Leverage insights to refine sales, customer service, and field operations.

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CX Cards integrates effortlessly with Dynamics 365, enabling organizations to automate feedback collection across Customer Service, Sales, and Field Service modules. Use real-time insights to drive service improvements and optimize customer interactions.

Easy Setup, Immediate Insights

Deploy CX Cards in minutes with no coding required. Configure automated survey triggers and start gathering valuable customer feedback instantly.

Key Features

Automated Surveys for CRM & Support Workflows

Trigger surveys automatically when cases, opportunities, or work orders are created, updated, or closed to capture timely customer sentiment.

Customizable Triggers & Distribution Rules

Define conditions to determine when surveys are sent, ensuring relevant, actionable feedback at every stage of the customer journey.

Role-Based Survey Targeting

Configure surveys to reach the right audience, whether it’s customers, prospects, or field service agents, for precise insights.

Seamless Dynamics 365 Integration

Automatically associate feedback with customer records, opportunities, and support cases, providing a holistic view of customer interactions.

 

How It Works

CX Cards automates surveys based on key events, captures feedback, generates insights, and triggers alerts or cases for proactive customer support.

  • Detect CRM Events

    such as opportunity closure, case resolution, or service request completion

  • Automatically

    trigger email surveys to collect real-time feedback

  • Aggregate

    responses and generate analytics for actionable insights

  • Link Survey Results

    to relevant Dynamics 365 records for streamlined tracking

  • Set Up Alerts

    for negative feedback to prompt immediate action

  • Automate Follow-up Actions

    such as case creation or escalation based on survey responses

Event-Based Survey Automation

Capture Feedback at Critical Touchpoints

Automatically send surveys when key CRM events occur, such as case resolution, lead qualification, or deal closure.

Targeted Survey Timing for Maximum Engagement

Trigger surveys at optimal moments—like post-service completion, opportunity win/loss, or first customer interaction—to collect meaningful insights.

Capture Feedback at Critical Touchpoints

Define survey criteria based on case types, lead status, or customer profiles to ensure responses from the most relevant stakeholders.

Comprehensive Experience Tracking

Monitor trends in customer interactions across Dynamics 365, gaining visibility into satisfaction levels and areas for improvement.

Install for Field Service
Install for Sales
Install for Customer Service

Use Cases

Customer Satisfaction Tracking

Monitor customer feedback across service, sales, and field operations to enhance satisfaction and loyalty.

Agent & Sales Performance Evaluation

Use survey responses to assess customer service agent effectiveness and refine sales engagement strategies.

Case Resolution & Ticket Feedback

Capture insights after case closures to identify trends and improve support response times.

Operational Workflow Optimization

Leverage feedback to streamline support and sales workflows, ensuring a smoother customer experience.

Automated Actions & CRM Insights

Turn Feedback into Actionable Data

Utilize survey responses to update customer records, trigger workflows, and enhance sales and service processes.

Real-Time Alerts & Case Escalations

Automatically generate alerts or create follow-up cases in Dynamics 365 for immediate resolution of negative feedback.

Enhanced Collaboration & Visibility

Ensure teams across customer service, sales, and field operations have real-time access to customer sentiment.

Comprehensive Data Management

Store and analyze survey responses within Dynamics 365 to track trends, optimize engagement, and drive data-backed decisions.

Automated Actions & CRM Insights

Turn Feedback into Actionable Data

Utilize survey responses to update customer records, trigger workflows, and enhance sales and service processes.

Real-Time Alerts & Case Escalations

Automatically generate alerts or create follow-up cases in Dynamics 365 for immediate resolution of negative feedback.

Enhanced Collaboration & Visibility

Ensure teams across customer service, sales, and field operations have real-time access to customer sentiment.

Comprehensive Data Management

Store and analyze survey responses within Dynamics 365 to track trends, optimize engagement, and drive data-backed decisions.

 

Enterprise-Grade Security & Compliance

CX Cards ensures your survey data is protected, meeting industry-leading security and compliance standards.

Get Started with CX Cards for Microsoft Dynamics 365 Today!

  • Free Trial Available – Experience automated surveys risk-free.
  • Quick & Easy Deployment – Install and configure in just a few clicks.
  • Boost CRM Efficiency – leverage real-time feedback to enhance sales and support workflows.
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Install for Customer Service
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