Microsoft Dynamics 365
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ProProfs Chat

Refine your support process and capture quality leads for your business with Microsoft Dynamics CRM and ProProfs Live Chat integration.

What Live Chat & Microsoft Dynamics 365 CRM Integration Does?

ProProfs Live Chat for Microsoft Dynamics 365 CRM helps you capture quality leads, understand your visitors’ intent to purchase from your brand and help you identify upsell and cross-sell opportunities. Build a seamless support experience for your customers by knowing their pain points and delivering better, practical solutions. Dynamics 365 for customer service chat allows you to know your customers inside out, which you can further translate to boost sales.

    Key Benefits of Microsoft Dynamics CRM & Live Chat Integration

  • Know Your Customer Inside Out

  • ProProfs Live Chat application for Microsoft Dynamics CRM helps you record and store every action taken by visitors on the website, including every link they opened and the products they browsed. Chat transcripts (chat with your operators) are also stored, which comes handy on their next visit.

  • Grow Lead Generation

  • Use web chat for Microsoft Dynamics CRM to grow leads for your business. Customize lead gen form (pre-chat form) and ask for useful information to identify potential customers. You can ask for valuable info including name, email, phone number, their concern, or anything else you may find important. You have the option to push leads automatically or manually in Microsoft Dynamics CRM 365. Whatsmore, the leads captured during your offline hours convert into Help Desk tickets - you never miss a lead!

  • Identify Upsell & Cross-Sell Opportunities

  • The Dynamics 365 & chat integration equips your operators to identify upsell and cross-sell opportunities. With Microsoft CRM and chat integration, they can initiate a personalized chat and suggest products, deals & discounts based on their past browsing behavior and purchasing pattern. Your operators can also monitor visitor behavior in real-time, even co-browse and help customers to zero in on a purchase.

    Key Features of Microsoft Dynamics CRM & Live Chat Integration

  • Capture Customer Details, Chat History & Transcripts

  • With the integration, you can capture and store key visitor details, chat history with various support operators, and access every transcript right on your Microsoft Dynamics 365 CRM. This helps your operators improve the support experience on a customer’s next visit to your website as your operator would know the customer inside out. The data stored through Microsoft dynamics and live chat integration helps you identify loopholes in your support process. Make use of it to train your operators to make it a delightful experience for customers.

  • Pre-Chat & Post-Chat Forms

  • Know who your prospects, and what do they think of your products and services using live chat software for Microsoft Dynamics CRM. Enable pre-chat form to capture leads and store them as your new contacts in the CRM. You will also get to know if the right audience is reaching out to your business online or not. With post-chat forms, you get to know what customers feel about your services and how to improve as a brand.

  • MS Dynamics CRM On-Premise

  • Microsoft Dynamics CRM live chat integration works seamlessly with both on-premise and the cloud version of Microsoft Dynamics CRM. While the on-premise integration requires setup at your infrastructure, cloud version doesn’t, and will be available on Microsoft's Cloud.

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