How to Integrate MS Dynamics With ProProfs Chat

ProProfs Chat Integration with MS Dynamics 365 helps in reaching out to website visitors proactively to drive more sales. Use Microsoft Dynamics 365 CRM to assemble leads and cases, expand email marketing lists and monitor sales!

Access Leads in MS Dynamics 365: Integration allows you to view leads and cases from chat in the MS Dynamics 365 CRM. Here is an example of how it appears.

Live Chat Transcript: Access chat transcripts from MS Dynamics, e.g., Roger Harmanson is a lead from chat you can view his details along with the chat transcript.

This integration has the following benefits:

Drives up sales by adding new leads in CRM automatically for your sales reps.
Reduce the time and cost of data capture. By automatically having the case and lead information in Microsoft Dynamics CRM.
Add additional levels of productivity to sales, marketing, and customer service departments.
Enhance personalized conversation by having full access to cases and contacts.
Track your website visitors' IP address using ProProfs visitor monitoring feature.
Send Callback requests to the MS Dynamics CRM.

Requirements For On-premise:

The server must be https enabled.
Prefer to choose a domain (e.g., https://proprofs.api.crm.dynamics.com) instead of the path (https://proprofs.api.crm.dynamics.com/integration) to install the MS Dynamics CRM.
Login using Microsoft Dynamics CRM Username which has Admin rights.
To store contacts in the CRM, you need to add Name and Email field in the pre-chat form (URL: https://s01.live2support.com/cpn/index.php#page/prechat)

To Integrate MS Dynamics 365 with ProProfs chat, you will need an organization service URL. Follow these steps to get the URL from MS Dynamics 365

Step 1: Log in to your MS Dynamics portal with your credentials.

Step 2: After logging in, copy the highlighted part of the URL.

How to Integrate ProProfs Chat with MS Dynamic CRM

Step 1: Log in to ProProfs Chat.

Step 2: Go to Settings---->Integration.

Step 3: Click to enable Microsoft Dynamics.

Enter Domain URL (copied part of the URL in Step 2), User ID/Email, Password, Token, or tick On-Premise (if you want to integrate ProProfs Chat with Microsoft Dynamics CRM On-Premises). You can also enable lead, case and contact creation instantly. Once done, click Save.

Step 4: After completing this integration, the user data (Name, Email, Phone Number) from ProProfs Chat will get added to MS Dynamics as Leads. Here is how your leads will appear in the MS Dynamics CRM.

Follow these steps to enable manual lead generation in Ms dynamics integration.

Step 1: Log in to your ProProfs Chat account and then navigate to “Integration”. Click on Microsoft Dynamics “Manage” option.

Step 2: Then navigate to the “Automatic Create “ option and click on “No”. Now click on the Save button.

Step 3: Navigate to “Create Lead” option during the chat with your visitor to create manual leads.

Step 4: Now enter the details, select the type and click on the “Create” button to save the lead.