Acquire

Microsoft Dynamic

With this integration, your sales team will be able to track every lead who has communicated with you on live chat as leads or contacts. Acquire, and MS Dynamic integration enables you to measure the performance of every sales representative and to make data-driven decisions.

Integrate Microsoft Dynamic CRM

Go to the app store here:https://app.acquire.io/app-store and click "Install" next to the Microsoft CRM icon.

Here you will have to input your MS CRM Subdomain, MS CRM Username/Email, and MS CRM Password and then click "Connect Now."

Search or scroll down to find the Microsoft CRM Integration and click on the Manage mapping button “+,” as shown below.

Step 2. Choose Mapping configuration

Enable Autosync:

If this button enabled, then all chat will be sync automatically, at the end of the chat.


Contact Mapping:

Here the mapping is done with the visitor contact details. The new contact is created when a visitor starts the conversation with the agent. All chat gets sync/export from Acquire to Dynamic CRM. In this Contact Mapping, custom fields can be added. An account is required to create dynamic CRM contact, so mapped only with account dynamic CRM field.

Contact Sync Setting:

All the customer details will get sync/export automatically into the Dynamic CRM account. You can view the data send from Acquire in the Dynamic CRM dashboard, under the contacts cases.notes section. Chat transcripts will be created as cases/notes.

Add subject/title for Opportunity/Note. You can also add dynamic details like: #Name, #Email, #ChatId, #ID.

Lead Mapping:

Same as above, but here the details will get stored under the lead section. Dynamic CRM will create a new lead when chat sync/export from Acquire to Dynamic CRM. The subject is required to generate a lead.

Lead Sync Setting:

All the customer details will get sync/export automatically into the Dynamic CRM account. You can view the data send from Acquire in the Dynamic CRM dashboard, under the leads section. Chat transcripts will be created as notes.

Add a title for Opportunity and  Note. You can also add dynamic details like: #Name, #Email, #ChatId, #ID.

Account Mapping:

Same as above, but here the details will get stored under the Account section. Dynamic CRM will create a new Account when chat sync/export from Acquire to Dynamic CRM. The subject is required to create an account.

Account Sync Setting:

Step 3. Sync Chat

Go to https://app.acquire.io/ dashboard and start chatting and click the Microsoft Dynamic sync icon.

Step 4

Account’s contact and a note will be shown like below with the chat transcript as you have entered details the same as a lead.


If you have any trouble with this integration join us via Live Chat or email us at support@acquire.io.



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