What it does
Integrates Blip with the Microsoft Dynamics 365 CRM using secure sign-in through your Microsoft account. From chatbot conversations, the extension creates and updates leads in Dynamics, logs the service history, and embeds Blip Desk directly inside Dynamics 365.
Key features
- Automatic creation and update of leads in Dynamics 365 with data captured from Blip conversations.
- Search for existing leads in Dynamics by any field, to identify the contact before saving.
- Read the fields of your lead entity, so you can map which information to send.
- Log of service history as a note in Dynamics, linked to the lead or another entity, with the message transcript from the Blip Desk ticket (text, media, menus, and WhatsApp templates).
- Blip Desk embedded in Dynamics 365 through a Power Apps solution, so you can handle service without leaving the CRM.
Requirements
- A Microsoft Dynamics 365 account and your Dynamics Host address (e.g., yourorg.crm2.dynamics.com).
- Sign in with your Microsoft account when installing the extension.
- To use Blip Desk inside Dynamics, download the Power Apps solution generated by the extension and import it into your environment, following the step-by-step guide on the Desk installation screen.
Benefits
- Keeps CRM contacts and leads up to date from conversations, with no manual typing.
- Centralizes service, with the history of each conversation recorded directly in Dynamics.
- Reduces switching between tools by handling service in Blip Desk inside Dynamics 365.
- Makes use of the lead fields and structure you already have in your CRM.
Who it's for
Companies that handle service through Blip and use Microsoft Dynamics 365 as their CRM, and want to keep contacts, leads, and service history in sync.
Learn more
Additional information here. The White Wall team is available to help you configure the extension.
