How to integrate with Microsoft Dynamics CRM

Microsoft Dynamics CRM integration is available from Fantastic plan and above. Only admins 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.

Steps to integrate:

Step 1: Login to your HappyFox Chat account. (New to HappyFox Chat? Sign Up)

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.

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. Update chat transcript as activity or case on Microsoft Dynamics account.