Dynamics 365 Integration
Capture leads from AI chat conversations and sync them directly to Microsoft Dynamics 365. Built for Teams-first organizations.
What Is Dynamics 365 Integration?
When visitors interact with your AI chatbot and share contact information, that data is automatically synced to Microsoft Dynamics 365 as a new Lead or Contact record.
This is especially powerful for organizations using Microsoft Teams for live chat—leads flow seamlessly into your Dynamics CRM without any manual entry.
Built for Microsoft Teams
Teams + Dynamics
Agents chat via Teams, leads sync to Dynamics automatically.
Azure AD SSO
Enterprise-grade authentication through Azure Active Directory.
Dataverse Sync
Native integration with Dataverse for complete data unification.
What Gets Synced
How It Works
Connect Dynamics
Azure AD authentication keeps your data secure.
Configure Mapping
Map chat data to standard and custom Dynamics fields.
Auto-Sync Leads
Contacts and leads created in real-time.
More CRM Actions
Unify Teams Chat & Dynamics 365
Connect your Microsoft stack and capture every lead automatically.
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