Feedback on autopilot via Dynamics 365

Measure and improve your experience. Get reviews to grow your brand. Fully on autopilot via Microsoft Dynamics 365.
Ratecard Integration Microsoft Dynamics 365

Want to grow your business? No problem.

Plug-and-play integration with Dynamics 365

Pre-built surveys and triggers to get you started

We've built many surveys and triggers that you can use out-of-the-box to measure, improve and grow your business in a few clicks.

Personalised messages to increase response rate

The owner of the contact will be the sender of your messages. This way, messages feel human and high response rates are ensured. Also, the owner can be tracked back to the feedback collected.

Enrich & filter experience data in Dynamics 365

Experience data natively available

Our integration lets you update custom fields within Dynamics 365 automatically, making sure your native data is up-to-date with latest experience data. And it can be used for filtering and searching as well. Nice, right?

Embedded charts, dashboards & tabs

We support embedded charts, dashboards and tabs for candidates, customers, employees and suppliers, so a unified experience is guaranteed for your users in Dynamics 365.
Prefill data automatically via smart fields - Ratecard

We support these events

Feedback on autopilot via Dynamics 365

  • Contact status changed

    Contact status changed

    Ask for feedback whenever a contact status is changed in Microsoft Dynamics 365

  • Lead status changed

    Lead status changed

    Ask for feedback whenever a lead status is changed in Microsoft Dynamics 365

  • Meeting scheduled

    Meeting scheduled

    Ask for feedback whenever a meeting is scheduled in Microsoft Dynamics 365

  • Opportunity status changed

    Opportunity status changed

    Ask for feedback whenever an opportunity status is changed in Microsoft Dynamics 365

  • Placement status changed

    Placement status changed

    Ask for feedback whenever a placement status is changed in Microsoft Dynamics 365

  • Project status changed

    Project status changed

    Ask for feedback whenever a project status is changed in Microsoft Dynamics 365

  • Vacancy status changed

    Vacancy status changed

    Ask for feedback whenever a vacancy status is changed in Microsoft Dynamics 365

  • Add dashboard

    Add dashboard

    Add a real-time report from Ratecard as a dashboard to Microsoft Dynamics 365

  • Add feedback as a custom object

    Add feedback as a custom object

    Add feedback as a custom object in Microsoft Dynamics 365 when feedback is received

  • Add custom tab

    Add custom tab

    Add feedback as a custom tab on an account, lead or contact in Microsoft Dynamics 365

  • Update custom field

    Update custom field

    Update a custom field in Microsoft Dynamics 365 when feedback is received

Want to know how to grow?Get your demo today.

Proven survey templates

Ask the right question(s) via Dynamics 365

  • Tags
    Candidate

    Intake

    Intake

    How did you find your intake (video)call experience with us? Use this survey template to collect feedback on the candidate intake process.

  • Tags
    Candidate

    Job Interview

    Job Interview

    How did you experience your recent job interview with/via us? Use this survey template to gather feedback on the interview process and make necessary improvements.

  • Tags
    Candidate

    Rejection

    Rejection

    How did the decision make you feel? Utilise this survey template to gather feedback on the rejection process and find ways to enhance the experience.

  • Tags
    Candidate

    Withdrawal

    Withdrawal

    Why did you decide to withdraw? Use this survey template to understand the reasons behind withdrawals and gather insights to improve the experience in the future.

  • Tags
    Candidate

    Post Placement

    Post Placement

    Congratulations on your new role! How did you find the recruitment process? Use this survey template to collect feedback before the candidate officially starts.

  • Tags
    Hiring Manager

    Quality of Hire

    Quality of Hire

    How do you evaluate the hiring process and the quality of the role you've been offered? Use this survey template to gather insights on the quality of recruitment.

  • Tags
    CandidateHiring Manager

    Contract

    Contract

    How did you perceive the contract process? Was it clear and efficient? Collect feedback on the contracting process using this survey template.

  • Tags
    Hiring Manager

    Hired

    Hired

    Cheers! We've found a new match. Seek reviews through platforms like Glassdoor or Google and understand the experiences of clients who have hired someone.

  • Tags
    Candidate

    Application / Registration

    Application / Registration

    How did you experience the online application process? This proven survey template probes into areas like the website, job description, and response time.

  • Tags
    Candidate

    Onboarding

    Onboarding

    How's your new job going so far? Use this survey template to check in on candidates' early experiences and gather feedback for improvements.

  • Tags
    Candidate

    Payment

    Payment

    How did you find your payment experience? Use this survey template to gather feedback on the payment process and highlight areas of improvement.

  • Tags
    Candidate

    Assignment Evaluation

    Assignment Evaluation

    How did you find your recent assignment with us? Gather insights and improve future collaborations with this survey template.

  • Tags
    CandidateHiring Manager

    Call or Meeting

    Call or Meeting

    How did you experience our recent call or meeting? Gather feedback on communication and efficiency using this survey template.

  • Tags
    CandidateHiring Manager

    Net Promoter Score (NPS)

    Net Promoter Score (NPS)

    How likely are you to recommend us to others? Dive into your NPS score and the reasons behind it with this survey template.

  • Tags
    CandidateHiring Manager

    Support Ticket

    Support Ticket

    Were you satisfied with how your support ticket was handled? Delve into the customer service experience with this survey template and uncover areas of enhancement.

  • Tags
    Candidate

    Aanmelding / Sollicitatie

    Aanmelding / Sollicitatie

    Hoe heb je het online sollicitatieproces ervaren? Deze beproefde enquête template stelt vragen over o.a. je website, functiebeschrijving en reactietijd.

  • Tags
    Candidate

    Intakegesprek

    Intakegesprek

    Hoe heb je jouw intakegesprek ervaring met ons ervaren? Gebruik dit enquêtesjabloon om feedback te verzamelen over het intakeproces voor kandidaten.

  • Tags
    Candidate

    Sollicitatiegesprek

    Sollicitatiegesprek

    Hoe heb je jouw sollicitatiegesprek met/via ons ervaren? Gebruik dit sjabloon om feedback te verzamelen over het sollicitatieproces en maak de nodige verbeteringen.

  • Tags
    Candidate

    Afwijzing

    Afwijzing

    Hoe voelde je je na onze beslissing? Gebruik deze enquête template om feedback te verzamelen over het afwijzingsproces en ontdek hoe je dit kunt verbeteren.

  • Tags
    Candidate

    Terugtrekking

    Terugtrekking

    Waarom heb je besloten je terug te trekken? Gebruik dit sjabloon om de redenen achter terugtrekkingen te begrijpen en inzichten te verzamelen voor toekomstige verbeteringen.

  • Tags
    Candidate

    Geplaatst

    Geplaatst

    Gefeliciteerd met je nieuwe rol! Hoe heb je het wervingsproces ervaren? Gebruik dit sjabloon om feedback te verzamelen voordat je daadwerkelijk begint.

  • Tags
    Hiring Manager

    Aangenomen

    Aangenomen

    Hoera! We hebben een nieuwe match. Vraag om een review via bijvoorbeeld Glassdoor of Google en ontdek de ervaringen van klanten die iemand hebben aangenomen.

  • Tags
    CandidateHiring Manager

    Overeenkomst

    Overeenkomst

    Hoe vond je het contractproces? Was het helder en efficiënt? Verzamel feedback over het contractproces met dit sjabloon.

  • Tags
    Candidate

    Onboarding

    Onboarding

    Hoe gaat je nieuwe baan tot nu toe? Gebruik dit enquêtesjabloon om te checken hoe de eerste ervaringen van kandidaten zijn en verzamel feedback voor verbeteringen.

  • Tags
    Hiring Manager

    Quality of Hire

    Quality of Hire

    Hoe beoordeel je het wervingsproces en de kwaliteit van de rol die je hebt gekregen? Met deze enquête template krijg je feedback over de kwaliteit van werving en selectie.

  • Tags
    Candidate

    Betaling

    Betaling

    Hoe heb je jouw betalingservaring ervaren? Gebruik deze enquête template om feedback te verzamelen over het betalingsproces.

  • Tags
    Candidate

    Opdrachtevaluatie

    Opdrachtevaluatie

    Hoe vond je jouw recente opdracht bij/via ons? Verzamel inzichten en verbeter toekomstige samenwerkingen met dit sjabloon.

  • Tags
    CandidateHiring Manager

    Gesprek

    Gesprek

    Hoe heb je onze recente call of meeting ervaren? Verzamel feedback over communicatie en efficiëntie met deze enquête template.

  • Tags
    CandidateHiring Manager

    Net Promoter Score (NPS)

    Net Promoter Score (NPS)

    Hoe waarschijnlijk is het dat je ons aan anderen aanbeveelt? Ontdek met deze enquête template je NPS score en de redenen daarachter.

  • Tags
    CandidateHiring Manager

    Supportticket

    Supportticket

    Hoe heb je de afhandeling van je supportticket ervaren? Met dit sjabloon krijg je inzicht in de klantenservice-ervaring.

Our reviews

What do Dynamics 365 users say?

Searchable attributes, tabs & dashboards

Two-way integration with Dynamics 365

Ready to collect feedback viaDynamics 365? Let's go!

Frequently asked questions

Can’t find the answer you’re looking for? Reach out to our support team, we'll be thrilled to help you!

What costs do you charge per survey that's sent?

We don't charge for surveys sent. Your plan includes an unlimited number of surveys sent.

Is the integration included in the price?

Of course, the integration is included. We'll help you set up the integration; no need for technical skills!

Is onboarding included in the price?

Yes, it is. We help you integrate your app or tool with Ratecard. Next, we'll help you set up your feedback program(s) - no string attached. You'll also receive an extensive walk-through of our app, if you like.