Microsoft Dynamics 365
In KarumiSync Karumi conversations and qualified leads to Microsoft Dynamics 365, and follow up with the full context of every lead.
Keep Microsoft Dynamics 365 up to date with every conversation Karumi’s agent has on your site.
Stop copying notes between tools. Karumi’s agent answers visitors’ questions, qualifies them in real time and moves them into a live demo, then sends the session, transcript and qualification data to Microsoft Dynamics 365, so your reps pick up exactly where the conversation left off.
How this integration supercharges your workspace:
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Automatic lead syncing
Keep Microsoft Dynamics 365 updated by creating or updating lead records whenever a visitor talks to the Karumi agent.
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Full conversation logs
Sync transcripts, summaries and qualification data to Microsoft Dynamics 365, so the context travels with the record.
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Form data capture
Pass the details visitors share in a session, like the email they leave to start a demo, to Microsoft Dynamics 365.
See Microsoft Dynamics 365 data in Karumi
Get complete context on who you’re chatting with in real-time
Use cases
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Route qualified demo leads to reps
The agent qualifies visitors in real time and works out where each one should go — self-serve, a rep, or neither. The session is written to Microsoft Dynamics 365 so the owning rep can pick it up.
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Keep records current after every AI demo
Transcripts, summaries and qualification data sync to Microsoft Dynamics 365, so records reflect the conversation without anyone typing up notes.
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Give AEs context before the call
Prospects arrive already product-aware, and their transcript and questions are already in Microsoft Dynamics 365 when the rep opens the record.
Data that flows between Karumi and Microsoft Dynamics 365
| Data | What it is |
|---|---|
| Lead records | Leads created or updated in Microsoft Dynamics 365 from sessions |
| Transcripts & summaries | What was said in the chat or the live demo |
| Qualification data | How the agent qualified the visitor in real time |
| Engagement data & session insights | What the visitor engaged with and asked about |
| Form data | Details the visitor submitted, such as their email |
FAQ
What does Karumi send to Microsoft Dynamics 365?
Karumi can sync transcripts, summaries, qualification data and custom fields to your CRM, and writes the session to Microsoft Dynamics 365 whether the visitor went self-serve, to a rep, or neither.
Which Karumi plans include CRM export?
Data export to CRM is included in both the Self-serve and Enterprise plans.
Do I need engineering to connect Microsoft Dynamics 365?
No engineering on your side: Karumi’s rollout is live in two weeks. Talk to sales to go through how Microsoft Dynamics 365 fits into your setup.
Is my data secure?
Karumi is GDPR compliant, and the Enterprise plan includes SOC 2 Type II and ISO 27001. With scoped actions, you define what the agent can see, say and do, per audience.
Is session data used to train AI models?
No. Your data stays yours: session recordings, transcripts and visitor inputs are never used to train models.
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