Microsoft Dynamics 365
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ProProfs Chat

You can do so much with Microsoft Dynamics 365 CRM by integrating ProProfs Chat seamlessly with it. Let the magic of ProProfs flow with your favourite app.

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Description

Use Microsoft Dynamics 365 CRM integration with ProProfs Chat to establish a centralized customer management system. Directly post chat transcripts to your CRM, access CRM contacts from your ProProfs Chat in real time and much more.

Advantages:

  • Gather leads via live chat and expand your CRM marketing lists.
  • Use chat transcripts as feedback and develop your business accordingly.
  • Send chat transcripts as CRM tickets with one click.
  • Add additional notes to chat transcripts to point out key notes to other teams.
  • Use real-time feedback to analyze your sales progress.

Key features:

  • Access, edit or add your CRM contacts directly from live chat in real-time.
  • Use pre chat form to capture leads.
  • Post chat transcripts to your CRM while chatting with visitors.
  • Add extra notes about your customer’s preferences to CRM using real-time visitor monitoring.
  • Attach chat transcripts to tickets for a better analysis.

Integration Guide

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