Integrate Zendesk and Microsoft Dynamics 365 Sales using a combination of bulk and scheduled processes to keep your CRM and helpdesk data in sync. The templates are a two-way integration solution, allowing data to flow in both directions between the two systems. Decide which components of each system should be synced with the other using the provided integration maps. The integration includes processes that will sync up the following records:
- Zendesk Users and Dynamics 365 Sales Contacts
- Zendesk Organizations and Dynamics 365 Sales Accounts
- Zendesk Tickets and Dynamics 365 Sales Cases
The solution includes a set of minor customizations to both Microsoft Dynamics 365 Sales and Zendesk. The customizations allow the unique ID from each system to be stored in the other one in order to ensure that data isn’t duplicated or missed when integrating the two systems together.
These templates do require that the latest version of the Zendesk Connection is installed and setup within SmartConnect. The Zendesk Connection is included in the download file with these templates, and additional information about the connection can be found on its dedicated overview page.