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MS Dynamics 365 Integration

ProProfs Chat and MS Dynamics 365 integration help in reaching out to website visitors proactively to drive more sales. It improves visibility and interaction by blending CRM data and chat records. Use Microsoft Dynamics 365 CRM supported with ProProfs Chat to assemble an arsenal of leads, expand email marketing list and monitor sales!

 

This integration has the following features:

  • Drive up sales by adding new leads in CRM automatically for your sales reps.
  • Reduce time and cost of data capture.Reduce 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.
  • Callback requests can be sent to the MS Dynamics CRM.

 

Requirements For On-premise:

  1. The server must be https enabled.
  2. Prefer to choose a domain (eg https://proprofs.api.crm.dynamics.com) instead of the path (https://proprofs.api.crm.dynamics.com/integration) to install the MS Dynamics CRM.
  3. Login using Microsoft Dynamics CRM Username which has Admin rights. 
  4. 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)

 

Follow these simple steps to integrate ProProfs Chat with MS Dynamic CRM:

 

Step 1. Login into ProProfs Chat.

 

Step 2. Go to Control Panel → Settings → CRM Integration → Microsoft Dynamics

 

Step 3. Click to enable Microsoft Dynamics.

Enter Domain URL, User ID/Email, Password, Token, or tick On-Premise (if you want to integrate ProProfs Chat with Microsoft Dynamics CRM On-Premises) then click on save button.

 

 

Step 4. After completing this integration, the user data (Name, Email, Phone Number) from ProProfs Chat will get added to MS Dynamics as Leads.

Live Chat Transcript details:

 


How to get organization service URL from MS Dynamics 365 


Step1. Login into your MS Dynamics portal with your valid credentials.


Step2. Navigate to settings and then click on customization tab.

Step3.  Navigate to Developer Resources.

 

 

Step4.  Copy your Organization service URL from Organization service section.