Dynamics 365 CRM Connector App for Freshdesk

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.

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Why SaaS22?

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.

Why SaaS22?

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Deliverables
Inbox View: Displays customer information from Dynamics 365 CRM in Freshdesk based on email ID.
Data Sync: Automatically sync CRM records using the Connector App add-on for real-time updates and better collaboration. Customizable
Customizable Data Mapping- Map custom fields from Dynamics 365 CRM to Freshdesk to fit your business needs
How it works
1
Needs Assessment & Planning

Analyze your workflow to customize the integration within Freshdesk, ensuring it aligns with your specific requirements.

2
Setup & Real-Time Progress Tracking

Initiate the project with a partial payment, track progress on the dedicated platform, and link Dynamics 365 CRM to Freshdesk for seamless integration.

3
Testing & Go-Live

Conduct rigorous testing to ensure smooth functionality, enable inbox view for instant customer details, and sync CRM and Freshdesk data to stay aligned.

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We're here to help!

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.

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Frequently Asked Questions

1. What kind of customer details are available in the inbox view?

The app displays details like customer name, email, phone number, and any other fields you map from Dynamics 365 CRM.

2. Is the data synchronization feature real-time?

Yes, the sync ensures updates are reflected across both platforms instantly.

3. How secure is this integration?

Security is a top priority. The app complies with Freshworks and Dynamics 365 data protection standards.

4. Can I customize the data shown in Freshdesk?

Yes, you can map and customize fields during the app setup process.