My word, this post is quite old. Please see this article for the latest information about our integration with Microsoft Dynamics CRM
At Zendesk, we believe in a connected organization. With sales and support as cornerstones of any organization, it is essential for both teams to have a holistic view of your customers and for your organization to closely track all customer interactions throughout the customer lifecycle.
Zendesk for Microsoft Dynamics CRM provides a two-way help desk integration with new functionality that gives organizations a more accurate view of their customers, from sales to support, from within a single system. Because Microsoft Dynamics CRM and Zendesk customer views are available via both platforms, organizations can choose their preferred platform, making it easier than ever to stay up to date with all customer interactions.
Heres what your agents can do with the new two-way integration between Zendesk and Microsoft Dynamics CRM 2011:
- Easily access, filter and update Zendesk tickets directly in the CRM
- View relevant customer data from the CRM on Zendesk ticket pages and user profiles
- Apply CRM analytics tools to your Zendesk ticket data for more robust reporting
In short, it funnels critical sales and support information into a single view and closes the loop between your teams, so your organization gets the best of both worlds with one easy-to-setup integration.