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How to Integrate MS Dynamics With ProProfs Live Chat

ProProfs Live 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.

ProProfs Live Chat Integration With Microsoft Dynamics

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

Benefits of ProProfs Live Chat Integration With MS Dynamics:

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.

Here's how you can integrate ProProfs Live Chat with MS Dynamics:

Step 1: Log in to ProProfs Chat.

Step 2: Go to Settings >> Integration.

Navigate to Settings and Select 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 Live Chat with Microsoft Dynamics CRM On-Premises). You can also enable lead, case, and contact creation instantly. Once done, click Save.

Enter URL, User ID, and Password

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.

Now, 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.

Integrate Live Chat with MS Dynamics

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

Setup MS Dynamics Integration

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

Create Lead in MS Dymanics CRM

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

Click on Create Button for Creating Lead