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Microsft Dynamics

Work seamlessly between Wonderchat and Microsft Dynamics

Your help desk holds the answers, your CRM receives the leads, your docs sit in Drive, SharePoint and Notion. Wonderchat reads all of it and hands the result back to the tools your team already has open.

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Try the Microsft Dynamics integration today.

Category

Setup

CRM

Direction

Data handling

This integration allows you to connect Wonderchat with Microsoft Dynamics 365, enabling users to sync CRM information directly through your AI Agent for a streamlined leads collection experience.

How it works:
  1. In Wonderchat, make sure you have an AI agent created.

  2. Under the Integrations tab, connect to “Microsoft 365 Dynamics"

  3. Login to microsoft 365 dynamics to enable authorization

  4. Upon authorization, you will be able to sync leads collected from Wonderchat into Microsoft 365 dynamics.

Frequently asked question

Wonderchat into Dynamics 365 (one way)

Lead details captured during a conversation are synced to Microsoft Dynamics 365 Sales.

What does the Microsoft Dynamics 365 integration do?

Which Wonderchat plan do I need for the Microsoft Dynamics 365 integration?

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