Microsoft Dynamics 365
Dynamics 365 contacts next to the chat; new contacts and logged conversations.
CRM & contacts · Built by Frosvo
See the customer's Dynamics 365 (Dataverse) contact beside the conversation, create contacts in one click, and log conversations as notes on the contact — automatically when they're resolved, if you like.
Setup: register an app in Microsoft Entra ID with a client secret, then add it as an Application user in the Power Platform admin centre with a security role that can read and write contacts and notes. Enter your organisation address, tenant ID, client ID and secret.
What it can do in your workspace
- Shows information and buttons next to your conversations
- Is told when: contact.created, contact.updated, conversation.resolved
More crm & contacts integrations
- Email insightsKnow what a contact's email address tells you, at a glance.
- HubSpotSee and create HubSpot contacts from the inbox, and log every conversation.
- PipedrivePipedrive people and deals next to the chat; create deals and log conversations.
- SalesforceThe Salesforce contact or lead next to each chat; new leads and logged conversations from Frosvo.