> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Conversive with MS Dynamics 365

## How to Integrate the MS Dynamics 365 CRM in Conversive?

*What to Do:* In Conversive, look for the ‘Integrations’ section, pick MS Dynamics 365 from the list, and follow the steps to link it up with your Conversive account.

**Step 1: Find MS Dynamics 365 in Integrations.**

![integration page](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-10T05:47:47.276Z/user-guides/integrations/crm-integrations/ms-dynamics-365/conversive-with-ms-dynamics-365/Screenshot_2026-09-10_at_11.09.16.png "integration page")

**Step 2: Click on Connect to integrate with your MS Dynamics 365 account.**

![connect](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-10T05:48:29.774Z/user-guides/integrations/crm-integrations/ms-dynamics-365/conversive-with-ms-dynamics-365/Screenshot_2026-09-10_at_11.17.16.png "connect")

**Step 3: Add Client ID, Tenant ID and other information to allow MS Dynamics 365 integration with Conversive.**

![connect](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-10T05:50:47.025Z/user-guides/integrations/crm-integrations/ms-dynamics-365/conversive-with-ms-dynamics-365/Screenshot_2026-09-10_at_11.20.33.png "connect")![connected](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-10T06:11:31.832Z/user-guides/integrations/crm-integrations/ms-dynamics-365/conversive-with-ms-dynamics-365/Screenshot_2026-09-10_at_11.41.11.png "connected")

**Step 4: MS Dynamics 365 is now successfully connected to your Conversive account.**

*Why It Matters:* This is where the magic happens. Connecting MS Dynamics 365 with Conversive means the two can work together, letting you manage customer chats, send out smart messages, and keep everything in sync—saving you time and boosting your customer engagement.