Integrate Live Chat with Dynamics 365 CRM
Connect, Convert, Track, and Engage with Website Visitors Directly from Your CRM with LiveChat4Dynamics
Delivered Happiness Globally!
What's LiveChat4Dynamics?
LiveChat4Dynamics is an omnichannel app that integrates live chat directly with Microsoft Dynamics 365 CRM and streamlines customer interactions. This app enables businesses to connect with website visitors in real-time, enhancing responsiveness and improving customer experiences. This integration simplifies tracking and managing customer conversations, helping teams focus on building stronger relationships. With LiveChat4Dynamics, businesses can eliminate platform-switching inefficiencies, improve operational performance, and deliver personalized support that boosts customer satisfaction and increases sales opportunities.
Information Vault
Benefits of using LiveChat4Dynamics
Enhance customer satisfaction by ensuring quicker response times.
Lower support costs by allowing CRM users to handle multiple chats at once efficiently.
Capture and qualify leads instantly with real-time chat, reducing response time and increasing conversion rates.
Increase website conversion rates by providing immediate assistance to high-intent visitors.
Supported On
Dynamics 365 CRM
Online | Dataverse
Features
Here’s How It Centralizes Your Live Chat Interactions within Dynamics 365
LiveChat4Dynamics Integrates Real-Time Chat within Dynamics 365
Delays in communication can lead to lost
opportunities and diminished customer satisfaction. Integrating real-time chat
directly into your Dynamics 365 CRM ensures that your team can engage website
visitors instantly, providing the prompt support that modern consumers demand.
LiveChat4Dynamics makes it possible, enabling your team to respond to inquiries
in real-time, boost customer satisfaction, and turn potential leads into loyal
customers—all from one centralized platform.
LiveChat4Dynamics provides real-time alerts within the Dynamics 365 interface, enabling your team to quickly address customer inquiries. This improves response times, boosts customer satisfaction, and streamlines communication, allowing your team to stay connected and provide efficient support without switching platforms.
LiveChat4Dynamics allows you to engage with website visitors in real-time directly from Dynamics 365 CRM. This seamless integration ensures timely responses to potential leads, boosting conversion rates, ultimately turning visitors into loyal customers.
Store Live Chat History in Chat Sessions
All live chat interactions are stored within Dynamics 365, creating a centralized hub for tracking conversations linked to customer records. This helps your team manage relationships efficiently without switching platforms. By consolidating communication, teams stay organized and gain a clear overview of each customer’s journey, enabling personalized and timely support.
Instant CRM Record Creation
Easily convert conversations into leads, accounts, or cases directly within the CRM, streamlining your sales process and enhancing lead nurturing. This transition saves time, captures valuable interactions, and ensures efficient tracking. Your sales & marketing teams benefit from improved workflow, better client management, and increased opportunities for building long-term relationships.
More Features
User-Friendly Messaging Interface
Provides a simple and intuitive messaging interface within CRM, allowing you to handle web chats, create records, and manage communications all in one place.
Automatic Chat Reassignment for Ongoing Support
Ensures seamless customer service by automatically assigning incoming chats to available agents when the current agent is occupied, ensuring continuous interaction and quick responses.
Message Template
It allows you to create and reuse predefined responses, saving time and ensuring consistent, branded communication.
Team Access Management
Enable team creation and assign specific teams to manage and access designated communications.
Post-Session Message Restriction
Prevents messaging by both parties after the chat session ends to avoid confusion.
Omnichannel Support
Boosts customer engagement by integrating with Text SMS, WhatsApp, and other tools, providing a flexible omnichannel solution for seamless communication across multiple platforms.
Frequently Asked Questions
The chat function in Dynamics 365 enables real-time communication within the platform, allowing users to collaborate, share information, and provide support seamlessly. You can leverage this feature with LiveChat4Dynamics, TextSMS4Dynamics, and WhatsApp4Dynamics to facilitate seamless interactions directly within Dynamics 365, ensuring an omnichannel communication experience.
You can easily integrate a chat widget into your website by installing the LiveChat4Dynamics app, it integrates with CRM and also provides a custom web chat widget for your website. This integration allows you to instantly engage with website visitors-all while syncing data with Dynamics 365. Additionally, this integration ensures that all customer interactions are stored directly in CRM, improving engagement, lead conversion, and customer support efficiency.
Reach out to us today to know more!
