Overview
The Dynamics 365 integration enables your team to analyze customer feedback, sales opportunities, and accounts in context with live CRM records, so you can make better decisions backed by both commercial and product data.
The Dynamics integration works directly with Microsoft Dynamics 365 (Sales and Customer Service modules). All syncing is read-only, your CRM data remains untouched.
Who this is for
This feature is built for account managers, product managers, customer success teams, user researchers, and anyone looking to tie customer conversations to real CRM data.
What you can do with Dynamics integration
Link every customer conversation, call, and insight to the correct account, contact, opportunity, and customer service ticket from Dynamics 365.
Filter and segment all insight data using live CRM fields like account name, segment, size, status, product, and more.
See the current state of any deal, relationship, or issue directly inside Four/Four, with synced details from Dynamics.
Group, analyze, and track topics by any CRM field. For example, you can view feedback by stage of opportunity.
Use Four/Four’s single view to see all conversations, tickets, and participants connected to a particular account.
Analyze accounts and their associated customer feedback with deeper context and trends - for example, to validate sales objections or feature requests in key deals.
How it works
A Dynamics 365 administrator connects Dynamics to Four/Four with one click on the connections page.
Four/Four imports data from your CRM, including contacts, accounts, opportunities, and customer service tickets.
Four/Four matches each relevant insight, conversation, or ticket to the correct CRM object in your workspace.
All matching happens automatically, and you can filter or analyze these links using any synced CRM field in Four/Four.
Whenever you view an account in Four/Four, you see all conversations, tickets, insights, and relevant commercial data together.
Set up Dynamics 365 integration
To connect your Dynamics 365 instance:
Go to the Four/Four connections page.
Scroll down to Customer Relationship Management and look for Dynamics 365.
Hit “Connect” and complete the authentication as a Dynamics admin user.
Once connected, Four/Four automatically begins syncing data. You don’t need to configure field mapping - Four/Four brings in standard Sales and Customer Service objects by default.
Common use cases
Use case: Filter feedback by deal stage
How: Use CRM filters to view all insights linked to opportunities in a certain stage (e.g., qualifying, closing).
Use case: Validate requests by segment or industry
How: Filter conversations or requests to see what your largest accounts or contacts in specific industries are talking about.
Use case: View all conversations for an account
How: Open any synced CRM account in Four/Four and see a single view of all interactions, tickets, and topics.
Use case: Connect support tickets to product themes
How: Discover which accounts have lots of support issues and what top problems tie back to feature gaps or bugs.
FAQs
Does Four/Four change or edit anything in Dynamics?
No, Four/Four reads CRM data for matching and analysis only and never changes your data in Dynamics.
What CRM objects are synced?
Contacts, accounts, opportunities, and customer service tickets from Dynamics 365 Sales and Service.
Can I filter insights by CRM fields not listed in your UI?
Yes, you can configure Four/Four to import any field as a custom filter.
Who needs to connect Dynamics to Four/Four?
You’ll need a Dynamics 365 admin for the initial connection. After it’s connected, your Four/Four users get access to synced data.
How often is the data refreshed?
Data is synced every few minutes.
If you need deeper instructions or help with custom mappings, reach out to Four/Four support.
Key terms
Account: A company or organization tracked in your Dynamics CRM.
Contact: An individual associated with an account.
Opportunity: A sales deal or lead in Dynamics 365.
Customer service ticket: A support issue in your CRM.
Insight: Customer feedback or a snippet of conversation analyzed in Four/Four.
Conversation: A logged call or meeting recorded in Four/Four.
That’s it - the Dynamics 365 integration gives you the full picture, automatically linked across CRM and customer insights for more strategic, data-driven decisions.