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How to connect Chatra + Microsoft Dynamics 365

Onlizer provides you with all required tools to setup connection and send info between Chatra and Microsoft Dynamics 365 automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Chatra and Microsoft Dynamics 365 accounts

2

Integrate

Customize your Chatra to Microsoft Dynamics 365 integration

3

Launch

Run automation Chatra + Microsoft Dynamics 365 online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Chatra to Microsoft Dynamics 365 with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Chatra and Microsoft Dynamics 365 with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Chatra + Microsoft Dynamics 365 integration ideas

Support or submit Chatra and Microsoft Dynamics 365 integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Explore Chatra and Microsoft Dynamics 365 integration features

You can easy create integration for Chatra and Microsoft Dynamics 365 using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

On chat finished in Chatra

Trigger will be activated after when chat is finished. Chat is considered finished after the visitor goes offline (leaves your website) or all the agents who participated in the conversation leave the chat

Try trigger Trigger
On message received in Chatra

Trigger will be activated after message was received with some exceptions. Will not be triggered if: 1. Message is an automatic targeted message from an agent. 2. Visitor’s chat is blocked by a mandatory pre-chat form. In this case, the event will be triggered after the pre-chat form is filled by the visitor 3. Message is a pushed message and there are no previous conversations with the visitor.

Try trigger Trigger
On chat started in Chatra

Trigger will activate after chat was started by a visitor or an agent

Try trigger Trigger
Appointment upcoming in Microsoft Dynamics 365

Trigger activates at reminder time when appointment is upcoming in Microsoft Dynamics 365

Try trigger Trigger
Booking upcoming in Microsoft Dynamics 365

Trigger activates at reminder time when booking is upcoming in Microsoft Dynamics 365

Try trigger Trigger
Booking created in Microsoft Dynamics 365

Event triggers when new booking created in Microsoft Dynamics 365

Try trigger Trigger
Send message (by agent email) in Chatra

Send a message as an agent (by agent email). If agent profile is not exist it will be created

Try action Action
Send message (by agent ID) in Chatra

Send a message as an agent (by id)

Try action Action
Create lead in Microsoft Dynamics 365

Create new lead in Dynamics CRM

Try action Action
Get Case by ID in Microsoft Dynamics 365

Try action Action
Update Case (Incident) in Microsoft Dynamics 365

Try action Action
Create a new contact in Microsoft Dynamics 365

Create a new contact in Microsoft Dynamics

Try action Action
Update contact in Microsoft Dynamics 365

Update existing contact details in Microsoft Dynamics

Try action Action

FAQ

Connect Chatra and Microsoft Dynamics 365 in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Chatra and Microsoft Dynamics 365 to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Chatra and Microsoft Dynamics 365 accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Chatra to Microsoft Dynamics 365 online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Chatra and Microsoft Dynamics 365 seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Microsoft Dynamics 365 when event occured in Chatra or when data changed in Microsoft Dynamics 365 to perform action in Chatra. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Chatra and Microsoft Dynamics 365 to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Chatra and Microsoft Dynamics 365 with 300+ services like: