How to Integrate Dynamics 365 with Chat Bot: 1-Min Guide

How to Integrate Dynamics 365 with Chat Bot

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Microsoft Dynamics 365 with a chatbot.

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Here’s how to do it:

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Head over to 'App Settings' in Dynamics 365.
Click on 'Partner Apps' to see what integrations are available for your environment.
Type 'Chat Bot' in the search bar to quickly find the connector you need.
Select 'Conversational AI ChatBot for D365' to kick off the setup.
Hit 'Get it Now' to move forward with the integration.
Confirm by clicking 'Get it now' again.
You'll land in the Power Platform admin center, choose the environment where you want the bot installed.
Check the box to accept the terms and conditions before moving on.
Click 'Install' and your Chat Bot is ready to go, handling conversations directly in Dynamics 365.

📌 Why this matters

You'll transform your customer service from reactive ticket-handling to proactive relationship building. The chat bot doesn't just answer questions—it captures conversation data that automatically flows into your customer records, creating a complete interaction history.

This means your sales team can see exactly what prospects asked about before scheduling calls, and support agents have full context without customers repeating themselves. The real power emerges when the bot identifies upsell opportunities during casual conversations and routes them to the right team members.

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