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.