Overview
The Microsoft Dynamics 365 CRM Integration routes every call, chat and qualification directly into your existing Dynamics environment. Everything happens behind the scenes so your sales team stays focused on deals, not data entry.

Core Benefits

• Real-Time Contact & Lead Creation
  New inquiries become Dynamics contacts and leads instantly—no manual steps.
• Automatic Activity Logging
  Calls, messages and qualification notes log back to the right record so your team always has full context.
• Opportunity & Pipeline Updates
  When a prospect’s status changes during interaction, the agent advances the opportunity stage in Dynamics 365.
• 24/7 Lead Capture
  After-hours inquiries flow into Dynamics so no lead ever slips through the cracks.
• Enterprise-Grade Security
  OAuth-based authentication, field-level permissions and audit trails keep your data safe and compliant.

Setup Made Easy
Our team handles every step. You grant us secure Dynamics 365 API access, and we configure entity mappings, workflows and pipeline stages. No portals to learn. No API work on your end.

Why It Matters
Eliminate manual entry errors by up to 80 percent. Shrink follow-up time from hours to seconds. Most teams see ROI within days through faster response and higher close rates.

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