Dynamics 365 / Freshservice CRM Integration

Quickly integrate Freshservice with Dynamics 365 using Recursyv Seamless to power data syncing.

Install available only on Desktop

Published by Recursyv
2 months ago

in Agent Productivity, CRM, Others

Help and Supportfreshservice@recursyv.com https://recursyv.com/product-support/freshservice-dynamics-crm-integration/

Dynamics 365 / Freshservice CRM Integration

Quickly integrate Freshservice with Dynamics 365 using Recursyv Seamless to power data syncing.

					        	Syncing Freshservice Requesters / Users - Dynamics Contacts allows you to keep customer master data up-to-date in both systems. Updates made in one system will synchronise to the other. This allows different teams (e.g. a helpdesk team and a sales team) who are using different systems work off an up-to-date data set.

Freshservice Tickets, Problems and Change Requests -> Dynamics Cases provides a reference view of Freshservice items within Dynamics allowing Dynamics users to better understand their customers.

Freshservice Assets, Asset Types & Departments -> Dynamics custom entities provides a reference view of the underlying Freshservice data to ensure that Dynamics users have complete context.

Freshservice Agents -> Freshservice Agents, a custom entity inside Dynamics that allows you to associate Freshservice users to Dynamics records without requiring Dynamics licenses for every Freshservice user.

Once setup, the integration is operated as a managed service by Recursyv.
					        	
							In order to provide connection details for each application (Freshservice & Dynamics 365), you will need to contact Recursyv.
							

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