Dynamics 365 CRM

Dynamics 365 CRM app for Freshdesk will let you sync all Microsoft Dynamics 365 CRM contacts and accounts that your business needs to provide exceptional sales or customer support. Apply filters and select which type of accounts and contacts to sync.

Not compatible in new mint

Install available only on Desktop

Version : 2.0

Published by Software Dev Tools
about 1 month ago

in Agent Productivity, CRM

Help and Supporthello@softwaredevtools.com https://softwaredevtools.com/freshdesk/dynamics365crm-app/documentation

Dynamics 365 CRM

Dynamics 365 CRM app for Freshdesk will let you sync all Microsoft Dynamics 365 CRM contacts and accounts that your business needs to provide exceptional sales or customer support. Apply filters and select which type of accounts and contacts to sync.

					        	Sync your Microsoft Dynamics 365 CRM information to your Freshdesk contacts and accounts profiles. Real time data updates for your customer support or sales teams. There are different ways for the Dynamics 365 CRM app for Freshdesk to sync your customer information:
 - Field Visibility: Choose which fields you want to see displayed in the app from Contact and Account fields in Dynamics 365 CRM.
 - Field Mapping: These are the Freshdesk fields that 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.

Benefits:
Some of the benefits your sales or customer support teams will get by syncing your Dynamics 365 CRM content inside Freshdesk:
 - All the changes you make in your customer information in Dynamics 365 CRM will be reflected in Freshdesk.
 - Your help desk and field service teams will have the most recent information, they will know who to contact for every customer support ticket assigned to them.
 - No more missing information for your sales or customer support calls. Rest assured that everyone will have the correct information.
					        	
							Please take a look at our documentation for instructions on how to install and connect both platforms:
https://softwaredevtools.com/freshdesk/dynamics365crm-app/documentation/
							

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