Comm100 integration with Microsoft Dynamics 365 CRM allows you to access and update Dynamics 365 customer information directly from the Comm100 Agent Console. This integration makes it easier for your team to maintain consistency and customer interactions, and eliminates the need to switch between multiple applications when communicating with customers.

Comm100 can use visitor data collected from multiple channels (pre-chat form, website, login systems, etc.) to identify existing contacts / leads / accounts in your Dynamics 365 CRM portal. If a visitor is found, a Dynamics 365 icon appears under their name in the agent console. Clicking the icon will take you to the corresponding Dynamics 365 record for that contact.