Explore the demo01
Connect your account
Find Microsoft Dynamics 365 in the InsertChat app catalog and authorize the account you want to use.
CRM
Connect Microsoft Dynamics 365 to your AI front desk.
Connect Dynamics 365 from the app catalog in InsertChat and choose the actions your assistant may use. Records are created or updated during a conversation; there is no background sync.
From a new inquiry to a Dynamics 365 lead
A caller or website visitor asks about your services. The assistant answers, collects their details, and can create the lead in Dynamics 365, or open a case for an existing customer, using the actions you enabled. Your team sees the conversation in the InsertChat inbox and the record in Dynamics 365.
What your assistant can do in Microsoft Dynamics 365
- Create accounts, contacts, leads, opportunities, and cases
- Update leads, opportunities, and cases
- Look up leads
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up Microsoft Dynamics 365 with InsertChat
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Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
Connect the rest of your front desk
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore Contacts
Lead capture
Your assistant answers first, saves each inquiry as a contact with its source, and alerts your team when a customer is ready.
Explore Lead captureActions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvalsThere is no background sync. The assistant creates or updates Dynamics 365 records during a conversation, with the permissions you choose, and the contact also stays in InsertChat with its conversation history.
Each action can run automatically or wait for review, depending on how you set it. Test the exact flow, such as a new lead from a phone call, before turning it on for customers.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.