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Microsoft Dynamics 365 + LumiTalk
Get your Microsoft Dynamics 365 workflow live.
Our team will help you connect Microsoft Dynamics 365, map the fields, test the handoff, and make sure it fits your process.
✓Keep your existing workflow
✓Give customers a faster response
✓Get hands-on setup from the LumiTalk team
The workflow
New LumiTalk conversation → Send the right information to Microsoft Dynamics 365
From the first conversation to the next action, LumiTalk keeps your team moving without duplicate entry.
01Customer conversationLumiTalk answers, qualifies, and captures context
→
02Structured handoffName, phone, email, summary, and next action
→
03Microsoft Dynamics 365Send the right information to Microsoft Dynamics 365
We’ll do this with you
Get connected without figuring it out alone.
Bring your account and your questions. Our team will help you choose the right connection, configure it securely, and test the handoff with you.
Choose your path
Use the connection that fits your team.
Native
A LumiTalk-managed connection with guided setup.
Ready to get started?
Get your Microsoft Dynamics 365 workflow live.
Schedule a setup session and we’ll help you get the workflow live.
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