Intelligent Virtual Assistance Integration with MS Dynamics CRM

Intelligent Virtual Assistance Integration with MS Dynamics CRM

Project Overview

TechSee helps business operations with a 360-degree approach involving customers, field technicians, contact center agents, and self-service channels with rich experience in Customer Experience (CX) Technologies, Visual Computing, Big Data, and Augmented Reality.

business Challenges

  • They wanted to integrate the Console App (TechSee Console Website) into MS Dynamics 365 CRM.
  • The built solution needed to be publish on MS Dynamics Marketplace.
  • Customers had to be given access to the TechSee Console App within MS Dynamics 365 CRM.
  • TechSee had APIs for Console App that were awaiting integration with end users’ MS Dynamics 365 CRM.


  • We built a Managed Package for the virtual assistance of TechSee’s clients’ end users.
  • The solution had a configuration screen for Case or Work Order creation.
  • The user needs to open the App in iFrame to start a session.
  • All historical images, videos, and messages can be sourced from the TechSee server using Console App APIs.
  • Provision to manage logs on session initiation.

Tools & Technologies

  • Tool and Technologies: MS Dynamics 365, Console API Integration (TechSee APIs)
  • Team Size: 2
  • Implementation Model: Agile
  • Engagement Model: Offshore

Benefits Delivered

  • Console App is available for everyone with access to MS Dynamics Marketplace.
  • Smooth virtual assistance at the fingertips of end users with MS Dynamics 365.
  • End users don’t have to switch between applications because the solution allows every customer support action to be carried out from one platform.
  • The provision of client vetting right after Console App download which consequently requires approval from TechSee to begin usage.
  • Helps businesses realise their customer support goals because of quick and uncomplicated virtual assistance leading to lasting customer relationships.

I am extremely satisfied with Advanz101 Jobs. They are a provider I would always recommend and look forward to working with again. Thank you.

Jamie Smith
Founder & CEO
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