No more missed opportunities after saving contacts from chat in your Microsoft Dynamics CRM.
With this integration, your sales team will be able to track every lead who has communicated with you on live chat as leads or contacts. Acquire and MS Dynamic integration enables you to measure the performance of every sales representative and to make data-driven decisions.
We have two types of configuration available in Microsoft Dynamic.
In the Acquire panel https://app.acquire.io/, go to Settings > Integrations and click on the to configure with Microsoft CRM.
Search or scroll down to find the Microsoft CRM Integration and click on Manage mapping button “+” as shown below.
After entering details you will be asked to choose Mapping configuration
Microsoft Dynamic CRM Mapping Configuration can be done in 3 ways:
Choose any one from above-mentioned ways and click next.
Here the mapping is done with the visitor contact details. The new contact is created when a visitor starts the conversation with the agent. All chat gets sync/export from Acquire to Dynamic CRM. In this Contact Mapping, custom fields can be added. An account is required to create dynamic CRM contact, so mapped only with account dynamic CRM field.
Create Contact Note/Case:
All the customer details will get sync/export automatically into Dynamic CRM account. You can view the data send from Acquire in the Dynamic CRM dashboard, under the contacts cases.notes section. Chat transcripts will be created as cases/notes.
Add subject/title for case/note. You can also add dynamic details like: #Name, #Email, #ChatId, #ID.
Same as above, but here the details will get stored under the lead section. Dynamic CRM will create a new lead when chat sync/export from Acquire to Dynamic CRM. The subject is required to create lead.
Create Lead Note
All the customer details will get sync/export automatically into Dynamic CRM account. You can view the data send from Acquire in the Dynamic CRM dashboard, under the leads section. Chat transcripts will be created as notes.
Add a title for note. You can also add dynamic details like: #Name, #Email, #ChatId, #ID.
If this button enabled, then all chat will be sync automatically, at the end of the chat.
Custom field settings:
Go to https://app.acquire.io/ dashboard and start chatting and click on Microsoft Dynamic sync button.
Account’s contact and a note will be shown like this with chat transcript as you have entered details same as lead.