ClearlyRated helps B2B firms credibly differentiate themselves based on their service.
With ClearlyRated’s Microsoft Dynamics integration, feedback from your ClearlyRated survey program is accessible in the detail view of your contacts within Dynamics. This feature allows for all satisfaction scores and feedback to be easily accessible in one place without having another login to another piece of software.
ClearlyRated survey responses can be displayed within the Dynamics interface on Contact pages. This allows you to see survey responses associated with each contact without leaving Dynamics.
Before you begin: To get started you'll first need to make sure you have completed the required setup steps within the ClearlyRated dashboard, by logging into your dashboard and going to Manage > Integrations. After you have completed these steps you can follow the directions below to complete your setup for the ClearlyRated Microsoft Dynamics integration.
Getting Started: To set up your ClearlyRated Integration in Dynamics will need your Microsoft Dynamics administrator to go through the following setup steps.
1. Pre-requisites that must all be met to continue with the setup.
2. Go to the Customize the System area.
3. Add the ClearlyRated tab to the Contact entity.
4. Rename the tab to ClearlyRated and add web resource event.
5. Add the ClearlyRated IFRAME to the newly created ClearlyRated tab.
6. Save and publish the 'Contact' form to activate your new ClearlyRated tab!
7. Once the save and publish are complete you should be all done and able to see the new ClearlyRated tab on your contact records!