Microsoft Dynamics CRM Integration

Seamlessly Integrate CRM Sales and Support Data

ZChat can be connected with Microsoft Dynamics CRM so your team can keep live chat activity, visitor context, and follow-up work attached to the CRM records they already use.

That makes the integration useful for organizations that want self-hosted chat on their own infrastructure while still passing the right sales or support context into Dynamics.

  • Create Contacts/Leads/Accounts automatically, and keep track of interactions with your website visitors.
  • Submit new Cases or Notes attached to Leads, including detailed debug information.
  • Live chat transcripts and offline messages automatically logged as Cases or Notes.
  • Map chat agents to your Microsoft CRM agents, so that cases can be submitted directly to the agent who answered the chat.
Owned customer support software

Deploy live chat on your own terms, not on someone else's pricing model.

ZChat gives you the installable server, web dashboard, website widget, and desktop agent tools in one self-hosted product you buy once and keep. Run it on infrastructure you trust and connect AI only if and how you want it.

Deployment

Install on Windows or Linux, behind IIS or Nginx, in a VM, or in Docker if that fits your stack.

Commercial model

One-time purchase, perpetual license, and no monthly per-agent bill attached to growth.

AI Flexibility

Use Ollama locally or connect OpenAI and Anthropic with your own provider accounts.