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Dynamics 365 CRM Connector App

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View Dynamics 365 CRM data inside Freshdesk and perform data sync
Published by Freshworks(about 4 months ago)
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Version History
Version 2.0
Supported for
freshdesk iconFreshdesk
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The Dynamics365 CRM Connector App integrates with Freshdesk, providing agents and admins with data from your CRM. The app includes two components: 1. An inbox view that displays customer details from Dynamics 365 CRM using their email ID. 2. A data sync feature powered by the Connector App add-on.
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For more information on how to install the app, refer to this link - https://support.freshdesk.com/en/support/solutions/articles/50000009952-dynamics-365-connector-app-for-freshdesk
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
Does your app collect / process any End-User data?
Yes
What End-User data does your app collect/process?
All information stored in the Contact and Account objects is processed securely through Workato. The app does not store any data
What is the purpose of collecting/processing the data?
To sync data between Freshdesk and Dynamics 365 for automation and reporting
Does your app store any End-User data?
No
Does your app share End-User Data with any third party entities?
Yes
Third Party 1
Name of the third party
Workato
Domain
workato.com
Countries where 3rd party entity stores data
Germany, United States
What is the purpose of sharing data?
Workato is the middleware used to do data sync between Freshdesk and Dynamics365. The data is deleted in 30 days after sync
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
No
Is the End-User data encrypted at rest?
Yes
Elaborate the encryption methodology adopted
AE256
Is the End-User data encrypted in transit?
Yes
Elaborate the encryption methodology adopted
Data in Workato is encrypted at rest and in transit. At rest, data is encrypted using a top-level encryption key and a multi-level key hierarchy. Encryption keys are unique to each workspace, thereby limiting vulnerabilities and ensuring your data is separate from other workspaces.
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
Yes
Does your app allow customers to request a custom End-User Data retention period?
No
* Charges may apply from the app developer.
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Version HistoryVersion History
2.0 (August 2024)
Minor bug fixes
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