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Dynamics 365 CRM App for Freshdesk

ABOUT DYNAMICS 365 CRM APP FOR FRESHDESK

Dynamics 365 CRM App for Freshdesk will let you choose which types of account and contacts to sync with Freshdesk and empower your team to provide exceptional sales and customer support.

Sync your CRM contact information into your help desk tickets. With our field mapping option, choose which fields to sync with Microsoft Flow and have them available in your Freshdesk tickets.

Scrum Sprint 1.4

Merge Microsoft Dynamics CRM contacts and accounts to Freshdesk

  • Import only relevant accounts and contacts that your Sales and Support agents require to visualize in Freshdesk.

  • Keep everything in sync by creating filters in Microsoft Dynamics and bringing that key information over to Freshdesk.

  • Select which data from Dynamics you want to be displayed on the contacts and tickets sidebar.

Key Features of MS Dynamics 365 CRM App for Freshdesk

Merge Microsoft Dynamics CRM contacts and accounts to Freshdesk

Import only relevant accounts and contacts that your Sales and Support agents require to visualize in Freshdesk. Create filters in Microsoft Dynamics and bring key information over to Freshdesk.

Field Visibility

Choose which fields you want to see displayed in the app from Contact and Account fields in Dynamics 365 CRM.

Field Mapping

Freshdesk fields will be overwritten by the Microsoft Dynamics 365 CRM data. By default, the fields Full Name, Email and Mobile phone are mapped. You can choose more fields to map from your Dynamics 365 CRM.

Improved SLA

Save time and reduce escalations. All the information you need, in the same platform. The right data where your Sales and Support agents need it!

Empower Sales and Support agents with the Dynamics 365 App for Freshdesk

For more information about the product, visit us in the Marketplace