Microsoft Dynamics 365 contact and event sync

Connect your customer data to Infobip

Map the data gathered with Microsoft Dynamics 365 and import them to the Infobip customer data platform, People to trigger marketing campaigns, personalize chatbots, and empower contact center agents via your customer's preferred channels.

  • Automated 2-way data sync. Keep customer profile data consistent across both platforms so your data is always up to date.
  • Customer behavior sync. Connect customer actions to re-engage customers and assist them along their journey.
 

Upgrade your customer engagements with Moments

  • Personalized messaging on your customer's favorite channel. Provide tailored experience for your customers based on information from your Microsoft Dynamics 365 account, all from your customer's preferred communication channel. Use SMS, WhatsApp, Viber, Email, Voice (IVR), Line, Mobile Push, In-app Messaging and RCS to engage customers and ensure their satisfaction.
  • Engagement. Keep customers engaged with relevant and customized messages.
  • Order updates. Inform customers about their order status – from shipping to refunds.
  • Welcome messages. Greet your new customers when they have downloaded your app, visited your website for the first time, or created an account.
  • Special moments. Make customers feel special by sending them wishes and special offers on birthdays, anniversaries, and other special occasions.

Create next-level automated chatbots with Answers

  • Personalized chatbots. Go beyond surface-level chatbots by using profile and event information from your Microsoft Dynamics 365 account, all using your customer's preferred channel.
  • A consistent experience across channels. Create chatbots for SMS, WhatsApp, Viber, Line, RCS, Live Chat, Instagram Business, Google Business Messages, Facebook Messenger, Apple Messages for Business, and Telegram, and use data from Microsoft Dynamics 365 to create a more meaningful experience for your customers.
  • Confirm and update contact info. Let your chatbot get updated customer information, then store it in both Infobip People and Microsoft Dynamics 365.

Keep contact center agents up to date with customer data in Conversations

  • Complete profiles for your contact center. Empower your contact center agents with up-to-date customer profiles and events so they can give the best customer experience via SMS, WhatsApp, Viber, Line, RCS, Live Chat, Instagram, Google Business Messages, Facebook, Apple Messages for Business, Telegram, KakaoTalk, email, Google Play, Voice and Video, all from the same workspace.
  • Update profile information. Customer data updated by agents in People are automatically saved to Microsoft Dynamics 365.

How it works?

Connect to your Microsoft Dynamics 365

After adding the app to your Infobip account, enter your Microsoft Dynamics 365 credentials and map your Microsoft Dynamics 365 data to Infobip People.

Activate the data sync in the Infobip portal

While the data sync is active, customer profile updates and events in Microsoft Dynamics 365 will be reflected in Infobip People, and vice versa.

For more information on how to set up this integration, visit our documentation.

Requirements

  • Integration is free of charge. Additional messaging costs are applied per your consumption.
  • Active Infobip account. Start your free trial.
  • Microsoft Dynamics 365 solution. You will need an active Microsoft Dynamics 365 account.


About the creator

Infobip is an international IT and telecommunications company. It operates a full-stack Communications Platform as a Service with private cloud infrastructure and zero-hop connectivity to telecoms globally.