Microsoft Dynamics Integration Guide
Offer world-class customer service that leads to loyalty. Dynamics 365 for Customer Service unifies the way people experience your business—across self-service, peer-to-peer service, and assisted service.s
In order to connect Olark and Microsoft Dyanmics, you must first have an Olark account and a Microsoft Dynamics CRM account. If you don’t already have an account with Olark, sign up here. To set up your Microsoft Dynamics account, head over to Microsoft Dynamics’ website.
To create Leads or Cases inside your Microsoft Dynamics CRM directly from your Olark interactions, just follow these simple steps:
Log into Olark and go to the Microsoft Dynamics CRM integration page. Click Authenticate.
You’ll be redirected to Microsoft Dynamics CRM where you’ll need to login if you’re not already authenticated. Once logged in, click Authorize.
You’ll be redirected back to the Microsoft Dynamics CRM integration page with the connection indicated as active. Configure the rest of the options to your liking and you’re all set! Happy chatting.