Deliver a complete view of your customers for your Sales and Support teams with a dynamic two-way integration between Zendesk ticket data and Microsoft Dynamics 365 customer data.
The Dynamics 365 App allows Account, Contact, and Opportunity data from Dynamics 365 to be displayed when viewing a ticket within Zendesk. It also includes a ticket grid that can be deployed in Dynamics 365 that allows users to view and update tickets from the Dynamics 365 system. Both views can be customized to display additional data, including custom fields.
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Improve customer satisfaction with better conversations
- Get more visibility on relevant customer data, such as customer account size or contract status, from Microsoft Dynamics 365 on Zendesk ticket pages.
- Enable your Support team to deliver a personal service experience and ensure customer satisfaction with customer profile information from Dynamics 365 in their Zendesk view.
Sync your Sales and Support teams for faster resolutions
- Easily collaborate to resolve customer issues faster with access to support ticket information in a custom Zendesk panel within Microsoft Dynamics 365.
- Stay up to date on the status of the account and customer with the ability to view and update tickets in Microsoft Dynamics 365, which syncs to Zendesk.
- Includes Popdock App Edition account to allow for customizations to the default Zendesk and Dynamics 365 Lists.
- Connections can be set up to view data from additional systems, such as your ERP, eCommerce platform, payment gateway, shipping carriers, and more. Additional Connections require Popdock Professional or Premium
Actions (available in Dynamics 365)
- Add comment
- Change priority
- Change status
- Delete ticket
- Open ticket in Zendesk
- Set ticket as spam
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Install the Dynamics 365 App in Zendesk
Install the Zendesk App in Dynamics 365
- Included with Subscription - contact firstname.lastname@example.org to complete Dynamics 365 Installation