About Dynamics 365
Extract data from and load data into Microsoft Dynamics 365 to power your business intelligence, reporting, and automation workflows. Do more with your Dynamics 365 data.
About LivePerson
LivePerson's artificially-intelligent chatbots automate approximately 70% of customer inquiries, allowing you to scale your business without the overhead of hiring new staff. As an AI-powered chat platform, LivePerson offers a comprehensive service that simplifies the process of building, managing, and finetuning chatbots to support your business goals.
Dynamics 365's End Points
Table of Contents
- Connect Dynamics 365 for a single source of truth
- Migrate your Dynamics 365 data in minutes
- Integrate.io has the Dynamics 365 integrations you need
- How Integrate.io customers grow faster with Dynamics 365 data connectors
- Get started analyzing your Dynamics 365 data
- Why choose Integrate.io for your Dynamics 365 integration?
Connect Dynamics 365 for a Single Source of Truth
Microsoft Dynamics 365 powers core business operations, such as CRM, finance, operations, etc. However, to get a unified view, your Dynamics 365 data must integrate seamlessly with the rest of your stack.
With Integrate.io's Dynamics 365 connector, you can create a centralized, unified dataset enriched with sales, marketing, service, and operational data from across your platforms.
Integrate.io makes it easy to:
- Load data into Dynamics 365 from tools like Salesforce, HubSpot, Shopify, and Zendesk
- Extract data from Dynamics 365 for use in analytics platforms, data lakes, or warehousing
- Build a reliable, automated, bi-directional data pipeline without manual code
Whether syncing sales pipelines or analyzing customer journeys, Integrate.io ensures your Dynamics 365 data stays fresh, accurate, and usable across your business.
Migrate Your Dynamics 365 Data in Minutes
Do you need to populate a new CRM instance or replicate Dynamics 365 data elsewhere? Integrate.io simplifies the process. There are no custom scripts and no integration backlog.
With Integrate.io, you can:
- Set up Dynamics 365 pipelines with a drag-and-drop interface
- Load data from legacy CRMs or spreadsheets directly into Dynamics 365
- Transform Dynamics 365 objects (contacts, opportunities, leads, etc.) into analytics-ready formats
- Push data into Dynamics 365 to enable personalization, scoring, and automated workflows
Spend less time managing CRM data and more time leveraging it.
Integrate.io Has the Dynamics 365 Integrations You Need
You don’t need custom code to connect Dynamics 365 with your ecosystem. Integrate.io provides prebuilt connectors and data flows that work out of the box.
Popular use cases include:
- Syncing e-commerce purchase data with Dynamics 365 for unified customer profiles
- Moving Dynamics 365 activity logs into Snowflake or Redshift for scalable analytics
- Feeding marketing engagement data into Dynamics 365 to enrich lead scoring
- Using Dynamics 365 as a source for revenue reporting dashboards in Looker or Tableau
Automate your workflows and unify your business intelligence with our Dynamics 365 integration suite.
How Integrate.io Customers Grow Faster with Dynamics 365 Data Connectors
Disconnected data slows operations, causes misaligned teams, and results in missed opportunities. When Dynamics 365 isn't integrated with your ecosystem, your business runs blind.
Integrate.io helps break down these siloes, turning Dynamics 365 into a real-time data hub that syncs with every tool in your stack.
From sales to marketing to customer success, your teams get full access to critical data that is updated in real time, validated, and consistent.
Get Started Analyzing Your Dynamics 365 Data
Integrate.io enables advanced CRM analytics by integrating Dynamics 365 with the platforms where your insights matter most.
You can connect Dynamics 365 to:
- Business intelligence platforms for deal and funnel analytics
- Data warehouses for centralized reporting
- Customer support tools for case resolution insights
- AI/ML systems for churn prediction and lead scoring
Faster queries, better insights, smarter decisions, all made possible by integrating Dynamics 365 data with the tools your team relies on.
Why Choose Integrate.io for Your Dynamics 365 Integration?
Integrate.io lets you build and manage robust Dynamics 365 data pipelines without writing code or hiring a dedicated integration team.
Benefits include:
- A powerful ETL/ELT platform that supports cloud-native and on-prem workflows
- Visual pipeline builder for intuitive setup and fast deployment
- Support for real-time and batch data movement
- Built-in error handling, data validation, and monitoring tools
- Responsive support team and deep documentation
Start building your Dynamics 365 integration today.
Book a demo or activate your 14-day
free trial to explore the possibilities.
LivePerson's End Points
LivePerson Messaging Channels
LivePerson's AI chatbots engage your customers via the messaging channels they're already using. You can embed LivePerson into your website and mobile apps to answer customer questions while they're using your service or browsing your products. Your LivePerson chatbots can also communicate with your customers via SMS, Apple Business Chat, Facebook, Twitter, WhatsApp, Google RBM, Email, Line, and Google AdLingo.
LivePerson AI-Powered Chatbots
LivePerson chatbots can address approximately 70% of your customer's questions by using a powerful AI engine that was taught with decades worth of consumer data. The platform includes AI templates with prebuilt dialog flows and advanced natural language processing features that get your chatbots up and running in no time. LivePerson makes it easy for non-tech-savvy employees — including your customer service reps and content creators — to develop and finetune chatbots from scratch.
LivePerson Call-to-Message Features
LivePerson includes a feature to turn the phone calls you can't answer into messaging conversations. If customers call and need to wait on hold, this function gives them the chance to start a messaging conversation and get help immediately rather than wait on hold or wait for a returned phone call. According to LivePerson, 8 out of 10 customers choose to message when offered the chance to stop holding. In this way, LivePerson reduces the number of telephone reps your business requires, as chatbots can answer frequently asked questions, schedule appointments, and more — without the need for human employees.
LivePerson Advanced Management Tools
LivePerson includes features that put managers at the center of messaging conversations, like a web-based workspace where you can monitor and control all conversations between customers, bots, and agents. Meanwhile, with bot-assisted messaging, agents can manage multiple customer-bot conversations at once from a desktop computer, laptop, or mobile device. This allows agents to intervene when required for more positive customer experiences. LivePerson even provides real-time feedback on conversation health, so your agents know which conversations most urgently require their attention.
LivePerson Analytics and Metrics
The LivePerson platform tracks and analyzes all aspects of customer messaging conversations by monitoring information like chat duration, customer intent, conversion stats, and customer satisfaction levels, so you can gain key insights from your customer messaging conversations. These insights will help you improve chatbot interactions while providing ideas for improving other areas of your business, products, and services.