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
10 days 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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