Deliver a complete view of your customers for your Agents as well as your Sales team with a dynamic two-way "virtual" integration between Zendesk Ticket data and Microsoft Dynamics 365 data.
The Dynamics 365 Connector allows Account, Contact, and Opportunity data from Dynamics 365 to be displayed when viewing a Ticket, User or Organization within Zendesk. It also includes a Ticket grid that can be deployed within Dynamics 365 that allows users to view, update and create tickets from the Dynamics 365 system. All views can be customized to display additional data from the Zendesk Tickets or Dynamics 365 entities, including custom fields.
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Improve customer satisfaction with better conversations
Sync your Sales and Support teams for faster resolutions
Custom Views
Actions
Available in Dynamics 365
* Open Contact in Dynamics 365
* Change priority
* Change status
* Create Ticket
* Open Ticket in Zendesk
* Set Ticket as spam
Available in Zendesk
* Update Contact
* Create Contact
* Open Contact in Dynamics 365
* Update Account
* Open Account in Dynamics 365
* Update Opportunity
* Open Opportunity in Dynamics 365
* Search Contacts
* Search Accounts
Compatibility
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Apps install directly into your account
Does what it says on the tin, no fuss. Onboarding and support are excellent; they communicate promptly and make sure it's working for you.
Been using the connector app over a year and it provides us two-way real time data between Dynamics365 CE Account cards with related tables and Zendesk, providing 360 view of customer data. Widget is simple to configure and update if needed for relevant information. For running Dynamics CRM with Zendesk support, this tool is an essential need for enhancing your customer experience.
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