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Microsoft Dynamics CRM integration is available in Scale and Scale plus plans. Only admin of the HappyFox Chat account can set up this integration.
- HappyFox Chat supports 2015 and 2016 online versions of Microsoft Dynamics accounts.
- Ensure that user account used for integration have sufficient privileges for read/write operations for lead and contact management and its associated activities/cases.
By Integrating HappyFox Chat with Microsoft Dynamics CRM you can,
1. View the visitor information from Microsoft Dynamics CRM during a chat.
2. Create leads and contacts in Microsoft Dynamics CRM from chat transcripts.
3. View the statuses of each lead or contact during a chat.
4. Update chat transcript as an activity or case on the Microsoft Dynamics account.
Steps to integrate:
Step 1: Log in to your HappyFox Chat account.
Step 2: Go to Apps and select Microsoft Dynamics CRM. Click INSTALL / TRY FOR 7 DAYS. (There is a 7-Day free trial for this paid integration).
Step 3: Enter your Microsoft Dynamics CRM base instance URL and click Connect.
Step 4: On clicking connect, you will be prompted to grant access for HappyFox Chat to integrate with Microsoft Dynamics CRM. Click Accept.
You have now successfully connected your Microsoft Dynamics CRM account with HappyFox Chat.
Step 5: Now, turn on the options under settings. Set your preference to add customer as lead or contact. Click Update settings.
Important Note:
On your MS Dynamics, the leadSource value will be set as “Other” and value as “10” by default.
You may face lead creation issue if you,
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Remove the “Other” option from leadSource
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Change the value of “Other”
Here’s a quick checklist to run through if you face lead creation issues.
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Go to, Settings > Advanced Settings.
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Again go to, Settings > Customization > Customize the System > Entities > Lead > Fields > LeadSourceCode.
Click on the leadsourcecode (Lead Source) and it will direct you to the corresponding settings.
Add type “Other” and set the value for Other on the right side as “10” or you can modify the “Value” of some other option to “10”
This enables the app to create leads without any issues.
Integration Features:
1. View the visitor information from Microsoft Dynamics CRM.
Note: To refresh the customer information area, simply type '!' and choose !refreshvisitordata.
2. Create leads and contacts in Microsoft Dynamics CRM from chat transcripts.
3. View the statuses of each lead or contact.
4. Updated chat transcript as activity or case on Microsoft Dynamics account.
