Turn customer conversations into Agile CRM contacts, right when interest is highest.
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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Integration availability depends on your Tidio plan.
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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
Microsoft Dynamics 365
CRM
Tags
CRM
Omnichannel Inbox
Use cases
What you can do with Tidio and Microsoft Dynamics 365
Create leads without leaving the chat
Turn a conversation into a new or updated lead in Microsoft Dynamics 365 while the customer is still typing.
Open a support case from a conversation
Create a case in your CRM straight from the Tidio inbox, so nothing gets rewritten in another tab.
Give agents CRM context as they reply
Agents see the customer record during a live chat, and every conversation keeps that profile up to date.
How it works
Connect Microsoft Dynamics 365 in minutes
1
Connect Microsoft Dynamics 365
Link your CRM to Tidio from the Integrations panel so chats and customer records stay together.
2
Create leads and cases from chats
A conversation can automatically create or update a lead in Microsoft Dynamics 365, and open a support case without switching tools.
3
Work from one customer record
Sales and support read the same history, updated by every conversation in Tidio.
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Frequently asked questions
Common questions about the Microsoft Dynamics 365 integration
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.
Is the Microsoft Dynamics 365 integration available on my plan?
The Microsoft Dynamics 365 integration is available on the Premium and Plus plans. Compare plans to see what each plan includes.