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Integration · Microsoft Dynamics 365

Contacts, leads and cases in Microsoft Dynamics 365, ready for your team.

Your AI agent talks to visitors on your website, WhatsApp and email. It creates the contact, adds a lead for sales or a case for service, and attaches the conversation.

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  • Contacts, leads and cases
  • Website, WhatsApp and email
  • Set up with our team
Lars · Sales AI agent · Online

We want charging stations for 20 company cars at our office in Mechelen. Can you quote?

Certainly. Is there a car park with a power connection nearby, and when would you like them installed? Then I’ll pass your request to our project advisor.

Underground car park, by spring. Sarah Willems, sarah@example.com

Contact and lead created in Dynamics 365 · 20 charging points, Mechelen

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The problem

Your teams work in Dynamics 365. Your enquiries don’t.

Sales and service run on Dynamics 365, but questions on your website, WhatsApp and email land in shared inboxes first.

Someone retypes the details into the right record, often hours later, and the conversation itself stays behind.

Sales enquiries and service requests arrive in the same place, so both wait for someone to sort them.

How it works

From conversation to contact, lead or case.

Your channels

  • Website
  • WhatsApp
  • Email

Your AI agent

Microsoft Dynamics 365

  • Contact
  • Lead
  • Case
Conversations on your website, WhatsApp and email reach your AI agent, which creates contacts, leads and cases in Dynamics 365.

  1. Step 1

    We connect Dynamics 365

    During onboarding, we link your agent to your Dynamics 365 environment, with the access your admin approves.

  2. Step 2

    Your agent qualifies and sorts

    It asks your qualifying questions for sales and recognises when a customer needs service.

  3. Step 3

    The record appears in Dynamics 365

    A contact with a lead for sales, or with a case for service, with the details in your fields and the conversation attached.

What you get

Sales and service, in one system.

  • Contacts without retyping

    Name, company and contact details land on the contact record.

  • Leads for sales, cases for service

    Each request becomes the Dynamics 365 record your team works with.

  • Every channel

    Website, WhatsApp and email conversations end up in the same Dynamics 365 environment.

  • Day and night

    Requests from the weekend are ready in Dynamics 365 on Monday morning.

FAQ

Questions about Dynamics 365.

What does the agent create in Dynamics 365?
A contact, plus a lead for sales enquiries or a case for service requests, with the details in your fields and the conversation attached.
What do we need on the Dynamics 365 side?
Dynamics 365 Sales for leads, Dynamics 365 Customer Service for cases, and an admin who approves the connection. You can withdraw access at any time.
Which plan do I need?
CRM and helpdesk integrations are part of the Advanced plan (€49 per agent per month, excl. VAT) and the Enterprise plan.
Who sets it up, and is there a setup cost?
Our team sets up the connection during onboarding, so you do not need a developer. We agree any one-time setup cost with you in writing before we start.
Which details are sent to Microsoft Dynamics 365?
The contact details and answers the agent collects, plus the conversation. You decide which questions the agent asks and which fields we fill in.

Ready when you are

Set it up today. It works tonight.

Your first agent is free for 5 days and live in minutes, with a chat bubble for your website.

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