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.

We have two types of configuration available in Microsoft Dynamic.

  • Mapping Configuration
  • The customer can directly map Acquire fields to dynamic CRM fields, no need to add customer details such as name, email, etc. manually while exporting or syncing data.

Step 1. Configuration with Microsoft Dynamic CRM

In the Acquire panel https://app.acquire.io/app-store and click on the to configure with Microsoft CRM.

Search or scroll down to find the Microsoft CRM Integration and click on 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.

After entering details you will be asked to choose Mapping configuration

Microsoft Dynamic CRM Mapping Configuration can be done in 2 ways:

  • Contact
  • Lead
  • Account

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 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 create a lead.

Lead Sync Setting:

All the customer details will get sync/export automatically into 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 on Microsoft Dynamic sync button.

Step 4

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





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