Targeted audience
CustomerFlow automatically identifies all customers who actually received invoices in your selected evaluation period and compiles them in a single click.
CustomerFlow
Quality Management
Measure customer satisfaction according to ISO 9001:2015 directly from Business Central.
Stop relying on external survey tools and manual spreadsheets. CustomerFlow completely automates the process of identifying relevant customers, sending personalized survey emails, and bringing the results straight back into Dynamics 365 Business Central for evaluation and audit.
Value
Why choose CustomerFlow?
Empower your quality management team to seamlessly gather and analyze customer feedback without leaving their ERP system.
Personalized outreach
Send customized, multilingual HTML emails that dynamically include customer names, contacts, and a direct link to a responsive online survey form.
Instant visibility
Review average ratings, response rates, and individual evaluations right within Business Central, displayed cleanly through FactBoxes on the survey and customer cards.
Capabilities
What the product delivers
A complete process for continuous customer satisfaction monitoring to fulfill quality standard requirements seamlessly.
ISO 9001:2015 Compliant Questionnaire
The built-in questionnaire includes 8 performance rating criteria (1-5 stars) and a free-text feedback field for comments. Categories cover overall satisfaction, product/service quality, delivery reliability, responsiveness, employee competence, pricing, complaint handling, and net promoter score (NPS).
Built-in HTML Editor
CustomerFlow features an integrated TinyMCE-based HTML editor. Easily create beautiful email templates in multiple languages using placeholder tags (like {CustomerName} and {ContactName}) that get populated live during sending.
Web Form to Business Central Sync
Customers answer the survey via a responsive web form in their browser. Responses sync back to your Business Central environment automatically every 5 minutes—no more manual data entry and copying from external platforms.
Technical details
Release scope and compatibility
| Current version | 1.0.0.0 |
|---|---|
| Minimum Business Central version | 27.0 (BC 27 / 2025 Wave 2) |
| Supported editions | Essentials, Premium |
| Languages | English, German |
Support & Feedback
We are here to help
Whether you have technical questions, need guidance during your rollout, or want to share feature requests — our dedicated Dynamics 365 Business Central team is ready to assist you. Drop us a message, and we'll ensure you get the absolute most out of our apps.