Microsoft Dynamics 365 CRM + Live Chat Integration
Integrate Live Chat to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture visitor chats, create leads and contacts in Microsoft Dynamics 365 CRM, update records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Chat is started in Live Chat Instant- Chat is ended in Live Chat Instant
- Chat is updated in Live Chat Instant
- Visitor enters queue in Live Chat Instant
2.
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Live Chat Integration
Capture visitor chats, create leads in Microsoft Dynamics 365 CRM, update contact records, and sync support cases, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Live Chat + Microsoft Dynamics 365 CRM flow
Connect your CRM data to messaging, email, and marketing tools to streamline follow-ups and team alerts. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Hubspot (4)
Hubspot (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Mailchimp (4)
Mailchimp (4) +
Stripe (4)
Stripe (4) L
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When a chat is started in Live Chat, create a lead in Microsoft Dynamics 365 CRM and create a lead in Salesforce
Every Live Chat visitor immediately creates a lead in Microsoft Dynamics 365 CRM and Salesforce without manual data entry.
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When a visitor enters queue in Live Chat, update lead in Microsoft Dynamics 365 CRM and create task in Salesforce
Queued visitors update your Microsoft Dynamics 365 CRM lead status while opening a tracking task in Salesforce.
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When a chat is ended in Live Chat, update contact in Microsoft Dynamics 365 CRM and update lead in Salesforce
Completed chats update contact records in Microsoft Dynamics 365 CRM and refresh lead statuses in Salesforce.
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When a chat is updated in Live Chat, search contact in Microsoft Dynamics 365 CRM and create case in Salesforce
Updated chat details search Microsoft Dynamics 365 CRM contacts and open a new case in Salesforce.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Live Chat
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
Try it → Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
Try it → Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it → What can you automate with Live Chat + Microsoft Dynamics 365 CRM?
Streamline your customer communication and CRM management with powerful automated workflows.
🚀
Create CRM leads from new chats automatically
Turn every incoming visitor session into a qualified lead in Microsoft Dynamics 365 CRM the moment a chat starts in Live Chat. Eliminate manual data entry and ensure prompt follow-up.
📋
Capture every submitted visitor detail
Map all available chat fields, visitor names, and contact emails directly into Microsoft Dynamics 365 CRM fields. Your database becomes a comprehensive source for review.
🔔
Notify your team as soon as chats arrive
Alert sales and support channels instantly when visitors enter queues or start conversations in Live Chat, ensuring fast response times for high-value prospects.
🔀
Route records based on visitor criteria
Perform different actions in Microsoft Dynamics 365 CRM depending on submitted chat tags or visitor intent, sending enterprise leads to dedicated sales pipelines.
🔄
Keep Microsoft Dynamics 365 CRM up to date
Synchronize chat updates and session statuses in real time so your sales and support teams always view the most accurate customer information.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Microsoft Dynamics 365 CRM before logging chat interactions, preventing duplicate records and keeping your database clean.
✅
Handle later chat status changes
Automatically update case statuses and contact records in Microsoft Dynamics 365 CRM the moment a chat session is ended or resolved.
🌐
Extend your workflow to team channels
Connect your core automation to Slack to broadcast chat notifications, keeping your entire organization aligned on incoming visitor activities.
And much more...
Who is Live Chat + Microsoft Dynamics 365 CRM integration for?
Sales and support teams handling live visitor inquiries need instant lead creation and synchronized records across platforms without manual export delays.
Performance marketers
Customer support leads
Account managers
Sales development reps
Operations specialists
Compliance officers
📈
Performance marketers
You're running campaigns across web widgets but your CRM reports only update when someone manually logs chats, so the lead counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Microsoft Dynamics 365 CRM instantly and your pipeline data stays current.
⚡
Customer support leads
You manage incoming visitor queues but find out about urgent technical problems too late because chats sit unrecorded in your widget inbox — with this integration, every support interaction immediately creates a case in Microsoft Dynamics 365 CRM and alerts your team.
📊
Account managers
You answer to stakeholders who want immediate visibility into prospect engagement and ongoing communication history — with this integration, every conversation detail updates your Microsoft Dynamics 365 CRM contact records without manual data entry.
🔄
Sales development reps
The volume of inbound web chats is too high for anyone to keep up with by hand while manually copying contact details into the CRM — automating both apps means every chat visitor populates Microsoft Dynamics 365 CRM as a new lead the moment the conversation begins.
👥
Operations specialists
You own the handoff between initial web support and downstream account setup depending on upstream agents logging chat outcomes correctly — automating both apps means contact statuses and lead notes synchronize automatically across your systems.
🗂️
Compliance officers
You need a reliable customer communication history and keep finding gaps in records due to missed chat logging — with this integration, every interaction is tracked accurately in Microsoft Dynamics 365 CRM with zero manual omissions.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 CRM + Live Chat
Build and manage your Microsoft Dynamics 365 CRM + Live Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Live Chat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Live Chat to Microsoft Dynamics 365 CRM?
You can connect Live Chat to Microsoft Dynamics 365 CRM in 1 click using ready templates or ask Integrately AI to build your automation. It also connects with Slack, Gmail, and Hubspot.
Can I automatically create leads in Microsoft Dynamics 365 CRM from Live Chat sessions?
Can I connect Live Chat, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Live Chat and Microsoft Dynamics 365 CRM?
How are chat updates handled between Live Chat and Microsoft Dynamics 365 CRM?
Can I sync queue entries from Live Chat into Microsoft Dynamics 365 CRM?
Do I need coding skills to automate Live Chat and Microsoft Dynamics 365 CRM?
Is the Live Chat and Microsoft Dynamics 365 CRM integration free?
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