Zendesk and Microsoft Dynamics CRM Integration

We have developed custom integrations between Microsoft Dynamics CRM and Zendesk to make relevant customer data available directly in Zendesk.

This allows your agents to handle customer inquiries faster, without switching between systems or searching for data manually.
 

Possible features of a Microsoft Dynamics CRM integration

Typical features can include:

• Automatic identification of the requester by searching for the phone number or email address in your Microsoft Dynamics CRM instance
• Automatic linking of the record if exactly one matching contact is found in the CRM
• Displaying a search form if multiple matches or no clear match are found
• Extended search using additional details such as customer number, postal code, or city
• Storing the customer number in Zendesk
• Displaying additional customer details directly in Zendesk, including sales information such as opportunities, quotes, or similar data
• Deep link to open the selected record directly from Zendesk
• Synchronization of selected data with Zendesk, for example, to populate user fields

Interested in an integration?

If you would like to learn more about a custom integration between Microsoft Dynamics CRM and Zendesk, feel free to get in touch. We’ll advise you on the available options and the right approach for your use case.