Dynamics CRM
Verified by FreshworksDynamics CRM gets you the key details about your customers inside your helpdesk.
Published by Techaffinity(about over 5 years ago)
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.
You can integrate your Microsoft Dynamics CRM software online account with Freshdesk. Installing the Dynamics CRM app for Freshdesk will let you access Dynamics CRM data within Freshdesk tickets page and contact page.
Some benefits of using this CRM integration are:
1. Get more context regarding the problem based on the requester's information from Microsoft CRM. Make your answers more personal.
2. Differentiate if the requester is just a contact or a lead. Access details, lead data and more right from the tickets page and contact page. All the data you need to answer the problem right inside your helpdesk software.
Dynamics CRM gets you all the key details and inputs about your customer information and history inside your Freshdesk
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Pre-Requisite:
1. Azure Client ID
2. Azure client secret key
3. Dynamics CRM Domain Name
App Installation Steps:
1. Provide the Oauth credentials(Client ID,client secret,Domain Name) in the Oauth installation page and click Continue.
2. Once the Authentication completed, provide the Dynamics domain full URL and click Next.
3. Select the necessary fields which should be displayed in the app.
Data Fields - Select the contact details that you want displayed on the tickets page.
Lead Fields - Select the lead details that you want displayed on the tickets page.
Account Fields - Select the account details that you want displayed on the tickets page.
Opportunity Fields - Select the opportunity details that you want displayed on the tickets page.
4. Once the fields are selected click on Install button to install the app.
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