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MS Dynamics for Text

Connect Text (LiveChat, ChatBot, HelpDesk) with Microsoft Dynamics 365 in seconds. No Azure setup required — just click and authenticate.

Features

Customer Service

  • Contact Management - View, edit, and create contacts directly from Text apps
  • Case Management - Create support cases with chat transcripts attached
  • Timeline Integration - Add chat conversations to contact/case timelines

Sales (NEW)

  • Lead Capture - Create leads from chat visitors instantly
  • Opportunity Tracking - View and manage sales opportunities
  • Order History - See customer orders and purchase history
  • Quote Management - Access quotes linked to customers

How to Connect

Step 1: Install the App

  1. Go to the Text Marketplace
  2. Find "MS Dynamics for Text"
  3. Click Install

Step 2: Connect Your Account

  1. Open any chat in Text (LiveChat, ChatBot, or HelpDesk)
  2. Find the MS Dynamics widget in the right sidebar
  3. Click Connect to Microsoft Dynamics
  4. Sign in with your Microsoft work account
  5. Approve the permissions when prompted
  6. Done! You're connected.

[Screenshot: Connect button in widget]

[Screenshot: Microsoft consent screen]

[Screenshot: Connected state showing contact]

For IT Admins

If your organization requires admin consent for third-party apps:

  1. An admin needs to approve "MS Dynamics for Text" once
  2. Go to Microsoft Entra admin center → Enterprise applications
  3. Find "MS Dynamics for Text" and grant consent
  4. All users in your organization can now connect

Using the Integration

Viewing Contacts

When chatting with a customer, the widget automatically searches for their contact in Dynamics 365 using their email address.

[Screenshot: Contact card in widget]

Creating Cases

Click + New Case to create a support case with the chat transcript automatically attached.

[Screenshot: Create case flow]

Sales Features

Switch to the Sales tab to:

  • View active opportunities
  • Create leads from chat visitors
  • See order history
  • Track quotes

[Screenshot: Sales tab]

Pricing

Contact us for pricing per agent.

FAQ

Q: Do I need to set up anything in Azure? A: No! Unlike other integrations, you don't need to create Azure apps or manage credentials. Just click Connect.

Q: What permissions does the app need? A: The app requests access to Dynamics CRM on your behalf. It can only access data you already have permission to see.

Q: Can multiple agents use this? A: Yes! Each agent connects with their own Microsoft account. Their actions are tracked individually in Dynamics.

Q: Which Dynamics 365 modules are supported? A: Customer Service (Contacts, Cases) and Sales (Leads, Opportunities, Orders, Quotes, Products).