Microsoft Dynamics 365 Tidio

Microsoft Dynamics 365 + Tidio Integrations, Built by an AI Agent

Put Microsoft Dynamics 365 + Tidio to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Microsoft Dynamics 365 and Tidio below — describe the exact one you want above and the Agent builds it on demand.

Microsoft Dynamics 365 + Tidio When a bot captures a contact in Tidio, create a new lead in Microsoft Dynamics 365 CRM. See details
Open onboarding support tickets for newly closed deals When a deal is won in Microsoft Dynamics 365, automatically create a ticket in Tidio so support engineers can initiate customer onboarding. See details
Log activity in CRM when customer tickets are created When a new ticket is created in Tidio, automatically log activity in Microsoft Dynamics 365 so account managers stay informed of open customer issues. See details
Update deal stages when critical support SLAs are breached If an SLA is breached in Tidio, automatically update the deal stage in Microsoft Dynamics 365 to alert sales leaders of potential account risks. See details

Browse the full workflow library →

Looking to achieve something else with Microsoft Dynamics 365 and Tidio?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Microsoft Dynamics 365 and Tidio

Everything Microsoft Dynamics 365 and Tidio can do inside a workflow — the triggers that start one and the actions that run when it fires.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.

Triggers
New Account

Triggers when a new account is created.

Updated Account

Triggers when an account is updated.

New Contact

Triggers when a new contact is created.

Updated Contact

Triggers when a contact is updated.

New Custom Entity

Triggers when a new custom entity is created.

New Case/Incident

Triggers when a new case/incident is created.

Actions
Create Account

Creates a new account.

Create Campaign

Creates a new campaign.

Create Contact

Creates a new contact.

Create Campaign Response

Creates a new campaign response.

Create Case/Incident

Creates a new case/incident.

Create Custom Entity

Creates a new custom entity.

Tidio Explore Tidio →

Tidio is a customer support application combining live chat, AI chatbots, and email ticketing into a unified communication tool.

Triggers
Contact Sent From Bot

Triggers when a contact is sent from the chosen node in your bot.

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FAQ

Common questions about Microsoft Dynamics 365 + Tidio

Is there a pre-built Microsoft Dynamics 365 + Tidio automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Tidio's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Microsoft Dynamics 365 or Tidio connector?

No. The Agent works whether or not Microsoft Dynamics 365 or Tidio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What business advantages come from linking Microsoft Dynamics 365 and Tidio?

It breaks down silos between sales and support, giving account managers visibility into tickets and allowing closed sales to trigger onboarding workflows.

Can closing a deal automatically generate a ticket for customer success?

Yes, marking a deal as won in Microsoft Dynamics 365 can automatically generate a ticket in Tidio for implementation support.

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