Dynamics CRM
Verified by FreshworksDynamics CRM gets you the key details about your customers inside your helpdesk.
Published by tag(about 6 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.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
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?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
Log in to install this app
Enter your Freshdesk URL to proceed
https://
Proceed
Version History2.0 (March 2020)
No release notes found