Capture new leads and turn prospects into customers without any hassle, keeping your CRM updated automatically.
Get more done with Tidio and Microsoft Dynamics 365 Integration
Connect live chat with CRM data to give sales and support teams full customer context and faster follow-ups.
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Category
CRM
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Overview
Centralize customer conversations and CRM data in one smooth workflow. The integration between Tidio Help Desk Software and Microsoft Dynamics 365 connects live chat with your CRM, so every interaction updates your customer records. Create leads and cases directly from conversations, keep histories in sync, and give teams the context they need to reply faster and work more efficiently. It’s a practical way to add enterprise-level customer management without slowing agents down.
Key features
- Create or update leads in Microsoft Dynamics 365 directly from Tidio chats
- Create support cases without switching tools
- Keep customer profiles updated with conversation history
- Give agents CRM context during live conversations
- Align sales and support around the same customer data
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Frequently Asked Questions
Common questions about Integration with Microsoft Dynamics 365
Can I create leads and cases from chat conversations?
Yes. Chats in Tidio can automatically create or update leads and create cases in Microsoft Dynamics 365, keeping CRM data accurate.
Is this integration suitable for larger organizations?
Yes. It supports structured workflows, shared customer data, and secure operations across teams, while keeping the agent experience simple.