Home Resource Library Data sheet Forsta CRM Connector for Microsoft Dynamics

Forsta CRM Connector for Microsoft Dynamics

Optimizing customer interactions throughout the customer lifecycle

Each and every customer interaction is important to your business, and you know how critical it is to listen to, and act on, the Voice of the Customer. With Forsta CRM Connector for Microsoft Dynamics, you can optimize all your customer interactions throughout the customer lifecycle, by integrating Forsta directly with your Microsoft Dynamics environment

Solutions for sales and services

Whether you sell to businesses, consumers or both, you have multiple customer touchpoints throughout the customer lifecycle. Integrating your VoC program with your CRM system enables you to optimize all these different touchpoints, from both your customers’ and your business perspectives.

1 icon

As part of your initial customer on-boarding process, and with every significant Microsoft Dynamics transaction that follows, initiate a VoC transactional survey to capture feedback on the customer experience. Also build workflows to ensure you close the loop for issues that are unresolved.

2 icon

Select customers from Microsoft Dynamics for regular relationship feedback, and use Forsta to manage the business rules for distributing the surveys

3 icon

Trigger surveys after each service interaction, and use business rules in Forsta to generate activities for sales or cases for services to follow up.

4 icon

Leverage key customer data from Microsoft Dynamics to deliver contextual information about your customers into your business reporting and executive dashboard.

Optimized experience for customers

Don’t frustrate customers by asking questions to which you already know the answer.

By integrating your VoC and CRM solutions, the relevant data is automatically available. This ensures that the survey is targeted to the specific environment of the customer – streamlining the process, and showing that you value them.

Similarly, you can create highly targeted customer lists to enable you to ask very specific, valuable questions. For example, you can focus on resolving localized issues – such as delivery problems that affected only customers who bought a particular product in a single region during a defined period of time – and find out exactly how the situation impacted them, and what you need to do to keep their business in future. Or build lists of customers who are coming to the end of their contract with you, and gain valuable feedback about their intention to renew while you are still able to impact that decision.

Optimized experience for business users

Many different stakeholders will benefit from an integrated CRM and VoC solution.

In a B2B environment, along with your VoC team, you will have marketing teams, new business sales and account management teams, and services and support teams all undertaking different forms of customer interaction.

With the enterprise capabilities of Forsta, it isn’t necessary for all users to have access to the CRM system, which can be prohibitively expensive. Forsta users do not need end-user access to the CRM system to pull sales and services information and deliver the required surveys, reports, dashboards and action management programs to benefit from CRM data in their job function.

The flexibility of the integrated solution ensures the right kind of access for different business users. For example:

  • Sales teams may want to work mainly in Microsoft Dynamics, while VoC and marketing teams want to access both systems
  • Services teams that use Microsoft Dynamics for case management will work in Microsoft Dynamics
  • Business users outside these domains will probably only need access to Forsta

Optimized customer interactions

All this requires an enterprise-grade VoC solution that is tightly integrated with a CRM system such as Microsoft Dynamics on.

When users access their business reports, executive dashboards and business applications, they should always see the most up-to-date and relevant customer interaction data, whichever solution they work with. It should also be easy to configure and manage the integration without always having to draw on resources from the VoC software vendor. Forsta CRM Connector for Microsoft Dynamics delivers all of this, so you can ensure that your customers get the best experiences possible.

Account managers

Want to see the latest KPI scores – satisfaction, NPS®, etc. – from their customers and their contacts.

Customer experience teams

Require actions triggered within Microsoft Dynamics to close the loop on issues raised by customers.

Service delivery teams

Need cases are automatically created for them when customers flag product or service issues, and they want to see the current context of the account when responding to a service issue.

Senior business executives

Must have dashboards to intelligently analyze key customer metrics alongside the VoC feedback to identify the most important drivers of satisfaction and revenue.

Optimized customer interactions

All this requires an enterprise-grade VoC solution that is tightly integrated with a CRM system such as Microsoft Dynamics.

Line managers

Want to see reports that combine key business performance metrics along with customer feedback from interactions with their team.

Simple setup and maintenance

CRM Connector for Microsoft Dynamics provides an easy-to-use setup wizard for mapping the Microsoft Dynamics data to the corresponding data points in Forsta.

The wizard also includes easy configuration to select and filter the relevant data in Microsoft Dynamics to be sent across to Forsta. The software can transfer all new and changed data from Microsoft Dynamics into Forsta on a regular basis, e.g. once every hour or once a day.

Survey response data and e-mail invitation delivery information can also be sent back to Microsoft Dynamics where it can be presented in Microsoft Dynamics reports combined with other CRM data, or used to trigger actions to close the loop on customer feedback. Your organization can see and act on the VoC feedback data without leaving their familiar Microsoft Dynamics CRM environment. This not only saves time, but ensures your teams stay on top of all their latest customer feedback.


The operational leader’s guide to HX

The operational leader’s guide to HX The operational leader’s guide to HX Build systems and break silos Contents Introduction Build systems and break silos Introduction When you have a streamlined, customer- driven system of agile improvements, you can expect substantial returns. When you know how to get the best out of it, CX pays – […]

Read more
The operational leader’s guide to HX

The business value of CX

The business value of CX Crack the code to profitable CX A Customer Experience (CX) program with business impact isn’t a nice-to-have. It’s a must-have. But not every program is built that way.  But when you deliver CX with tangible change, you create opportunities for more: more growth, more retention, more revenue, and more profit. […]

Read more
The business value of CX

Gather: From feedback to feelings

Gather: From feedback to feelings Gather: From feedback to feelings How to elevate your CX program Contents Introduction 1. Uncover the hidden human with qualitative discussions and online communities 1.1 There’s two (or more) sides to every story 1.2 The five easy steps for using qualitative research 1.3 Dig down, dig deep, and find feedback […]

Read more
Gather: From feedback to feelings

Learn more about our industry leading platform


Get industry insights that matter,
delivered direct to your inbox

We collect this information to send you free content, offers, and product updates. Visit our recently updated privacy policy for details on how we protect and manage your submitted data.