Customer Satisfaction & NPS Surveys for Dynamics 365

Recursos Principais

NPS, CSAT, and fully custom survey builder implemented as native Business Central tables and pages — define question types, scales, and branching in-app

Event-driven distribution via AL event subscribers on real business events (sales order shipped, service case closed, invoice posted, custom triggers)

Multi-channel delivery: email through your Microsoft 365/SMTP connector, plus SMS and WhatsApp via the Twilio gateway (or your existing provider)

Survey send orchestration through the BC Job Queue — throttled, retried, and logged, with no manual dispatch

Responses logged directly to the Customer and Contact records and surfaced on the contact timeline, not a separate dashboard

Score trend cues and response-rate metrics on a Business Central role-center for service and marketing managers

Automatic detractor alerts — low NPS/CSAT scores notify an assigned team member or queue a follow-up activity

Secure public response capture endpoint built on the BC OData/REST API with token-scoped, one-time survey links

Dataverse / Power Platform integration so case-close events in D365 Customer Engagement can trigger BC surveys

Honors your existing permission sets — survey admin, responder, and read-only roles defined as BC permission sets

Per-tenant extension architecture: upgrade-safe across BC monthly updates, no destructive base-app modification

Configurable suppression and frequency capping so a customer is not re-surveyed within a window you set

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

Você faz o pedido

Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

Nós criamos e instalamos

A ECOSIRE cria, configura e instala no seu Dynamics 365 Business Central.

No ar + suporte

Você entra no ar em cerca de 2–4 semanas, com um período de suporte pós-lançamento.

Sobre este Produto

Measuring customer satisfaction inside Dynamics 365 usually means bolting on a separate survey SaaS, exporting CSVs, and never seeing the score next to the account it belongs to. This extension keeps the entire loop inside Business Central.

ECOSIRE builds it for you as a per-tenant AL extension — not a generic AppSource download. We author the survey builder (NPS, CSAT, and custom question sets) as new BC tables and pages, then wire distribution through event subscribers on the business events you care about: a sales order shipped, a service case closed in Dataverse/D365 CE, an invoice posted. When the trigger fires, a Job Queue entry composes and dispatches the survey over your chosen channel — email via your SMTP/Microsoft 365 connector, SMS or WhatsApp through the gateway you already use (Twilio is the default we wire).

Responses come back through a secure public OData/REST endpoint and land as records linked to the Customer and Contact — visible on the contact timeline, not in a disconnected dashboard. Score trends, response rates, and detractor alerts surface on a BC role-center cue and can notify your team automatically.

Because it ships as a per-tenant extension, it respects your permission sets, upgrades cleanly with Business Central's monthly releases, and never touches base-application objects destructively. You own the source. ECOSIRE delivers it on an honest lead time, installs it on your sandbox first, validates against your real CRM events, then promotes to production and supports it after go-live.

This is the right fit if you run Service or Marketing on D365 and want satisfaction data that is native, governed, and actually tied to the customer.

O que você ganha

A per-tenant Business Central AL extension (.app) built to your environment, installed on your sandbox then promoted to production

Survey builder tables, pages, and role-center extensions for NPS, CSAT, and custom question sets

Configured event subscribers mapped to the specific CRM/sales/service events you nominate

Email + SMS/WhatsApp delivery wiring to your Microsoft 365 connector and Twilio (or chosen) gateway

Job Queue setup and the public OData/REST response-capture endpoint with secured survey links

Permission sets, role-center cues, and detractor-alert configuration handed over documented

Full AL source code in your repository plus an admin guide and a short handover/training session

Para quem é isso

Service Manager on D365 Customer Engagement

Wants every closed case to automatically ask 'how did we do?' and to see the CSAT score sitting on the customer record in Business Central, with detractors flagged for immediate follow-up rather than buried in a survey tool.

Marketing / CX Lead

Needs a defensible, trending NPS number tied to real accounts and contacts to report to leadership, plus the ability to segment and follow up promoters and detractors without exporting data to a third-party platform.

Business Central Administrator / IT Lead

Cares that satisfaction measurement is delivered as an upgrade-safe per-tenant extension that honors existing permission sets, runs on the Job Queue, and does not introduce an unmanaged external SaaS into the data-governance footprint.

Como Customer Satisfaction & NPS Surveys for Dynamics 365 se compara

Critério	ECOSIRE	Construção personalizada	Concorrente
Surveys triggered automatically by CRM/business events (case close, order shipped)	Incluído	Suporte parcial	Suporte parcial
Responses logged onto the Customer/Contact record and contact timeline	Incluído	Suporte parcial	Não incluído
Email + SMS + WhatsApp delivery via your existing gateway	Incluído	Suporte parcial	Suporte parcial
Upgrade-safe per-tenant AL extension honoring your permission sets	Incluído	Suporte parcial	Incluído
Built, installed on your tenant, and supported after go-live by the vendor	Incluído	Não incluído	Não incluído
Tailored to your specific trigger events and survey design	Incluído	Incluído	Não incluído
Full AL source code ownership delivered to you	Incluído	Incluído	Não incluído
Detractor alerts and score-trend cues on a BC role-center	Incluído	Suporte parcial	Suporte parcial

Perguntas frequentes sobre Customer Satisfaction & NPS Surveys for Dynamics 365

How is this delivered — is it an instant AppSource download?

No. This is a build-to-order engagement. ECOSIRE builds the extension as a per-tenant AL app tailored to your environment and the specific CRM events you want to trigger on. There is no instant marketplace download — we author it, install it on your sandbox, validate it against your real events, then promote to production.

What is the typical delivery lead time?

A standard build is usually delivered in around 2 to 4 weeks from the time we confirm your trigger events, channels, and survey design. The exact timeline depends on how many CRM events you want wired, whether SMS/WhatsApp gateways need provisioning, and any Dataverse integration. We confirm a firm date after a short scoping call.

Do I get the source code, and how do ongoing support and updates work?

Yes — the full AL source is delivered into your repository and you own it. ECOSIRE supports the extension after go-live, including keeping it compatible with Business Central's monthly platform updates and adjusting triggers, channels, or question sets as your processes change. Support and enhancement terms are agreed up front; the one-time build price covers the initial delivery.

Can it trigger from Dynamics 365 Customer Engagement (CE) case closures, not just BC sales events?

Yes. Where your Service or CRM activity lives in Dataverse / D365 Customer Engagement, we integrate through the Power Platform so a case-close event there can trigger a Business Central survey send. We also wire native BC events such as sales order shipped, invoice posted, or any custom business event you nominate.

Will this survive Business Central upgrades without breaking?

Yes. Because it ships as a per-tenant extension built with table/page extensions and event subscribers — never destructive base-application changes — it upgrades cleanly across BC's monthly releases. ECOSIRE validates the extension against new BC versions as part of ongoing support.