Activate a chat solution in your Microsoft Dynamics Environment

Generate a positive customer experience, optimize retention and convert visits to sales on your website.

Fabian Kalchofner

Chat for Dynamics 365 offers several capabilities to ensure the support agents and end users can interact effectively and remain highly productive:

• Quick and easy provisioning of multiple chat widgets: Create multiple chat widgets to segregate portal users and create personalized experiences based on their profile, organizational preferences, and their location on the website.

• Authenticated and unauthenticated visitor support: Identify and set up different chat experiences and interaction flows for authenticated and unauthenticated users; for example, different pre-chat questions.

• Custom theming of chat widgets: Design chat widgets to match your brand using various customizations available like color, position of widget, title, subtitle, logo, and so on.

• Inline conversation-based pre-chat questionnaire: Configure a pre-chat questionnaire and show it inline in the chat widget to get user inputs and route them to appropriate agents based on the pre-chat answers.

• Data masking to secure sensitive information: Mask sensitive data within the conversation (e.g. credit card numbers, profane words) using data masking rules to avoid sharing sensitive information with agents, supervisors, or end users.

• Attachments for agents and customers: Support agents and customers can share attachments during the conversation.

ELCA - Your trusted partner

As an experienced Microsoft Cloud Solution Provider, ELCA can carry out the efficient roll out of Microsoft Chat, through efficient scope definition, installation and connection to your website. Contact us to learn more about our "quick deployment offer" for the implementation of this powerful chat module.

Contact: Chat CRM Experts

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