Connect your AI chatbot to Microsoft Dynamics 365. Capture leads from chat, sync conversations to contact records, and automate sales workflows.
Setup Time
Required
Availability
To Start
What you get with Edesy Chatbot for Microsoft Dynamics 365
Sync chat leads and conversations directly to Microsoft Dataverse tables
Trigger Power Automate flows from chat events for custom automation
Create leads and opportunities in Dynamics 365 Sales from qualified chats
Escalate complex chat conversations to Microsoft Teams channels
Simple setup process - no coding required
Benefits for your Microsoft Dynamics 365 site
Native Microsoft ecosystem integration
Trigger Power Automate flows from chat
Enrich Dynamics contact records with chat data
Seamless Teams escalation for complex queries
Enterprise-grade security via Azure AD
Common ways to use AI chatbot on Microsoft Dynamics 365
Lead capture to Dynamics 365 Sales
Case creation in Dynamics 365 Customer Service
Chat-to-opportunity pipeline automation
Power Automate workflow triggers from chat
Visitor engagement tracking for account teams
Common questions about Microsoft Dynamics 365 integration
Yes, the chatbot can create cases in Dynamics 365 Customer Service and route conversations to service agents when escalation is needed.
Yes, chat events like lead capture or escalation requests can trigger Power Automate flows for custom business logic.
The integration uses Azure Active Directory for secure authentication, supporting single sign-on and enterprise security policies.
Edesy Chatbot works with many platforms
Create an AI chatbot for your Microsoft Dynamics 365 site in minutes