MarketplaceIntegration SolutionsTemplatesZendesk – Microsoft Dynamics 365 Sales Integration
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Overview

Integrate Zendesk and Microsoft Dynamics 365 Sales using a combination of bulk and scheduled processes to keep your Microsoft Dynamics 365 Sales and Zendesk 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 processes. The integration will sync up the following record types:

  • Zendesk Organizations and Microsoft Dynamics 365 Sales Accounts
  • Zendesk Users and Microsoft Dynamics 365 Sales Contacts
  • Zendesk Tickets and Microsoft Dynamics 365 Sales Cases

The integration processes can be used as downloaded, as a starting point to customize further, or by showing techniques on how SmartConnect interacts with Zendesk and Microsoft Dynamics 365 Sales.  The integration processes make use of several key Zendesk and Microsoft Dynamics 365 Sales features such as:

  • Run integrations that utilize paging to pull more than 100 records at a time from Zendesk
  • Run incremental integrations, which allow only processing records after a specific time
  • Run integrations that utilize custom entities in Microsoft Dynamics 365 Sales

 

These templates do require that the latest version of the Zendesk Connection is installed and setup within SmartConnect.com. The Zendesk Connection is included in the download file with these templates.

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