Customer Feedback That Flows Into Dynamics 365
Live in minutes
70+ Integrations
No extra tools for most setups
Up and running in under 15 minutes
Connect
Authenticate Simplesat with your Dynamics 365 environment. No developer needed for standard setup.
Configure
Embed surveys in Dynamics' closure emails. Merge fields tie each response to its account.
See results
Scores sync to custom fields on the case record, inside the Dynamics views you use.
Why D365 teams pick Simplesat
Dynamics 365 runs service and sales. Simplesat brings feedback into those records.
Surveys in Dynamics' own emails
A one-click CSAT, NPS, or 5-star survey ships with the closure email.
Satisfaction on the case
Scores sync to custom fields on the Dynamics case - filterable and reportable.
CSAT by owner and account
Simplesat reporting layers on Dynamics, showing trends by rep and account type.
Everything the integration does
Simplesat collects feedback at Dynamics 365 case closure, syncs scores to custom case fields, and updates contact records.
Embed a one-click CSAT, CES, NPS, or 5-star survey, or a survey link, in the notification emails your platform already sends when a ticket, case, or request closes.
Each contact's record carries their latest CSAT, NPS, and sentiment, visible to anyone who opens it and usable in any segment, view, or automation you build on top.
All related feedback information syncs to custom fields in your helpdesk, accessible directly where the data can be made useful.
What you need
Microsoft Dynamics 365
plan:
Dynamics 365 Customer Service Pro or higher
Simplesat plan:
Standard or higher
Permissions:
Dynamics 365 admin access for setup
Setup time:
15–30 minutes
Microsoft Dynamics 365 is Microsoft's enterprise CRM and ERP platform, used worldwide for sales, customer service, field service, and marketing.
The Simplesat integration embeds surveys in the emails Dynamics sends when a case closes, with merge fields attributing every response to the right agent and account. Scores sync to custom fields on the case record - making satisfaction a native Dynamics metric.
Works with your whole stack
Frequently asked questions
Do my agents need a Simplesat login?
No. Customer ratings land right on the ticket in your helpdesk, so agents see their feedback without logging into Simplesat at all. Only the people who build surveys, dashboards, and reports - your admins and managers - need a seat.
Can I delay surveys until an issue is really resolved, and prevent over-surveying?
Yes. Set a delay so surveys send only after the conversation is truly resolved, matched to your reopen window. Suppression rules stop anyone from being surveyed too often, and you can exclude topics, inboxes, or tags entirely.
Can you build a custom integration for our stack?
Yes, custom builds are available for Enterprise users. If our native integrations don't cover what you need, our team can build a new one for you, with no engineering work on your side. Share your use case and we'll map out the best path for you.
Can customers answer with one click in the email?
Yes. The first click in the email records the rating instantly, even if the customer never opens the follow-up page. Anything they add after that, comments or extra answers, enriches the same response.
How do I switch from Delighted or another survey tool?
Import your historical feedback, scores and comments included, with a simple CSV import, so your trend lines stay intact. Most teams handle it themselves in minutes, and our team is happy to assist with more complex migrations. You can run Simplesat in parallel with your current tool until you're ready to switch.
Can customers leave reviews on Google or Trustpilot?
Yes. Thank-you pages can invite customers to share their experience on Google, Trustpilot, or another review site you choose. You control which surveys include the invitation and how it's presented.
Do integrations or API access cost extra?
No. Integrations, API access, and webhooks are included on every plan. The one exception is Salesforce, which starts on Pro because it typically involves custom objects and deeper setup. Enterprise adds custom-built integrations from our team.
Do I need a developer to set up integrations?
No. Standard integrations are a Marketplace install and a few configuration steps. No code required. Our API is available for custom builds, but most teams never need it.
