Bring Dynamics 365 CRM data directly into Freshdesk for easy access and seamless synchronization. Empower your team with insights and save time switching between platforms.
Managing customer interactions efficiently often requires instant access to CRM data. This app bridges the gap, ensuring agents have all the necessary customer information right within Freshdesk. It simplifies workflows, eliminates manual effort, and keeps data up-to-date across platforms.
Analyze your workflow to customize the integration within Freshdesk, ensuring it aligns with your specific requirements.
Initiate the project with a partial payment, track progress on the dedicated platform, and link Dynamics 365 CRM to Freshdesk for seamless integration.
Conduct rigorous testing to ensure smooth functionality, enable inbox view for instant customer details, and sync CRM and Freshdesk data to stay aligned.
We look forward to working with you on your custom implementation. All we need is a few details and we'll be right with you.
The app displays details like customer name, email, phone number, and any other fields you map from Dynamics 365 CRM.
Yes, the sync ensures updates are reflected across both platforms instantly.
Security is a top priority. The app complies with Freshworks and Dynamics 365 data protection standards.
Yes, you can map and customize fields during the app setup process.