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

How to Integrate Dynamics 365 with Live Chat

Updated on:

June 5, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Dynamics 365 with a live chat feature for your business.

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Below is a clear, practical guide on how to integrate Dynamics 365 with Live Chat:

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Select 'App Settings' to access the menu.
Click 'Partner Apps'. to open available integrations.
Go to the search bar and type 'Live Chat'.
Then, select 'Live Website Chat Integration in Dynamics 365'.
You can click 'Free Trial' so you can avail the integration for free.
Hit 'Free trial' to confirm and continue.
Select your target environment.
Agree to the terms and conditions of the environment by checking each box.
Then, click Install' to confirm and begin the integration.

📌 Why this matters

Connecting live chat directly to your CRM transforms random website conversations into trackable customer journeys. When visitors chat with your team, their contact details, conversation history, and behavioral data automatically flow into customer records without manual data entry.

This creates a complete view of each prospect's engagement across touchpoints. Your sales team can then follow up with context about previous chat interactions, while support agents instantly access chat history when customers call later, creating seamless handoffs between channels.

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