The Complete Guide to Dynamics 365 CRM Translation – Custom entities, field text et al.
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Pre-Chat Questionnaire

Triggers automatically only after a customer sends the first message. It collects basic info such as the user's name, query type, or contact details before routing to a live agent.

Example:

  • Customer sends: “Hi, I'd like to know more about your services.”

  • TextSMS4Dynamics replies: "It would be great if you could share your email with us for further discussion."

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