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Zendesk & Dynamics 365

Two-way integration between Dynamics 365 and Zendesk customer and ticket data.

Deliver a complete view of your customers for your Sales and Support teams.

Dynamic two-way integration between Zendesk ticket data and Microsoft Dynamics 365 customer data.

App Details

The Dynamics 365 App allows Account, Contact, and Opportunity data to be displayed when viewing a ticket within Zendesk. The Zendesk App includes a ticket grid that can be deployed in Dynamics 365 that allows users to view and update tickets from the Dynamics 365 system. Both apps are included with your subscription available in the Zendesk Marketplace.
Easily

Display

View your data
Easily

Update

Update Tickets within D365
Easily

Collaborate

Deploy in Zendesk & D365
Easily

Support

Deliver Personal Service
Improve Customer Satisfaction with Better Conversations
  • Get more visibility on relevant customer data, such as customer account size or contract status, from Microsoft Dynamics 365 on Zendesk ticket pages.
  • Enable your Support team to deliver a personal service experience and ensure customer satisfaction with customer profile information from Dynamics 365 in their Zendesk view.
Sync your Sales and Support teams for faster resolutions
  • Easily collaborate to resolve customer issues faster with access to support ticket information in a custom Zendesk panel within Microsoft Dynamics 365.
  • Stay up to date on the status of the account and customer with the ability to view and update tickets in Microsoft Dynamics 365, which syncs to Zendesk.

Features

Custom Views
Includes Popdock Lite account to allow for customizations to the default Zendesk and Dynamics 365 connectors

Connections can be set up to view data from additional systems, such as your eCommerce platform, payment gateway, shipping carriers, and more. *Requires Popdock Professional or Premium
Available in Dynamics 365
Action
Add comment
Change priority
Change status
Delete ticket
Open ticket in Zendesk
Set ticket as spam

Default Fields Displayed

Zendesk App
Data from CRM
Dynamics 365 App
Data from Zendesk
Opportunities
Topic
Description
Estimated Revenue (total amount)
Accounts
Account Name
Relationship
Address 1
Main Phone
Street 1
Street 2
Street 3
City
State/Province
Country/Region
Zip/Postal Code
Parent Account
Contacts
Name
Job Title
Email
Business Phone
Mobile Phone
Address 1
Street 1
Street 2
Street 3
City
Zip/Postal Code
Country/Region
Preferred Method of Contact
Ticket
Subject
Type
Priority
Status
Description
Comments

Installation & Customization

1
Purchase Your Subscription
The subscription is purchased in the Zendesk Marketplace
2
Installation
A setup wizard walks through the installation process of the Dynamics 365 App in your Zendesk instance
3
App Setup
Setup of the Zendesk app in Dynamics 365 is available through Popdock support at no additional charge

Pricing

$10

/ mo. per Zendesk Agent

Unlimited CRM Users
Enterprise pricing available for 50+ agents – contact us for pricing Stripe coupon code will be provided to apply discount
Professional Services - Zendesk and CRM widget customization - $500

$10

/ mo. per Zendesk Agent

Unlimited CRM Users
Enterprise pricing available for 50+ agents – contact us for pricing Stripe coupon code will be provided to apply discount
Professional Services - Zendesk and CRM widget customization - $500