Deliver a complete view of your customers for your Agents as well as your Sales team with a dynamic two-way "virtual" integration between Zendesk Ticket data and Microsoft Dynamics 365 data.

The Dynamics 365 Connector allows Account, Contact, and Opportunity data from Dynamics 365 to be displayed when viewing a Ticket, User or Organization within Zendesk. It also includes a Ticket grid that can be deployed within Dynamics 365 that allows users to view, update and create tickets from the Dynamics 365 system. All views can be customized to display additional data from the Zendesk Tickets or Dynamics 365 entities, 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, update and create tickets in Microsoft Dynamics 365, with a live connection to Zendesk.

Custom Views

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 Business or Premium

Actions

Available in Dynamics 365
* Open Contact in Dynamics 365
* Change priority
* Change status
* Create Ticket
* Open Ticket in Zendesk
* Set Ticket as spam

Available in Zendesk
* Update Contact
* Create Contact
* Open Contact in Dynamics 365
* Update Account
* Open Account in Dynamics 365
* Update Opportunity
* Open Opportunity in Dynamics 365
* Search Contacts
* Search Accounts

Compatibility

Microsoft Dynamics 365 Customer Engagement (CE)
Microsoft Dynamics 365 Sales
Microsoft Dynamics CRM 2016+ On-Premise (non ADFS)

powered by Popdock

Dynamics 365 Connector

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