Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.Microsoft Dynamics CRM Integrations
Zoho Desk + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Ticket in Zoho Desk Read More...
Zoho Desk + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Ticket in Zoho Desk Read More...
Zoho Desk + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Ticket in Zoho Desk Read More...
Zoho Desk + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Ticket in Zoho Desk Read More...
Zoho Desk + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Ticket in Zoho Desk Read More...
It's easy to connect Zoho Desk + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when new contact is created.
Trigger when new ticket comes.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a lead is updated.
Create an Account
Creates a customer.
Creates a Ticket.
Update a contact.
Updates an existing ticket.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Zoho Desk is a customer service software that provides support for live chat, email, social media, phone calls and invoicing. Zoho Desk allows the customer to self-service through the use of its website or mobile application (Android and iOS. The business owner can also manage his or her customer list, schedule appointments, publish content, and perform other tasks. All of these features are integrated with Microsoft Dynamics CRM.
Microsoft Dynamics CRM (Customer Relationship Management. is an application that helps businesses organize their data. This information can be used to improve communication between business partners and customers, automate tasks, drive sales and revenue, and retain customers. It integrates with several other applications including Office 365, Outlook, Salesforce, QuickBooks Online, and more.
It is possible to integrate Zoho Desk with Microsoft Dynamics CRM by using the Zoho Desk for Microsoft Dynamics CRM plugin. To begin adding Zoho Desk plugins to your system, login to your Zoho Desk account > Settings > Developer > Plugins. There are several plugins available including Zoho Desk for Outlook, Zoho Desk for Salesforce, Batch Requests for Zoho Desk, Zoho Desk for Zendesk, Zoho Desk for Salesforce Service Cloud, etc. Once you have found the plugin that you want to install on your system, click the Add button next to the plugin name. This will download the plugin file to your computer. Once downloaded, you can click the Install button to install the plugin. If the installation was successful, the plugin will now be visible in your plugin list. You can now enable the plugin by clicking the checkbox next to the plugin name.
When you enable a plugin it will be visible in your system under Settings > Developer > Plugins. To activate the plugin you must click the Activate button then click the Activate Now button. Each time you activate a plugin it will store this information in your system. To view all plugins that you have installed on your system go to Settings > Developer > Plugins. If you would like to remove a plugin from your system, simply uncheck its box and click the Uninstall button at the top of the page. Once uninstalled the plugin will no longer be visible in your system under Settings > Developer > Plugins.
Once you have installed and activated the Zoho Desk plugin you will need to configure it so that it uses the correct credentials so that your Microsoft Dynamics CRM integration works correctly. To do this go to Settings > Developer > Plugins and click on Zoho Desk for Microsoft Dynamics CRM. Once there you will see several options including:
Zoho Desk for Dynamics CRM Webhook URL. This field is where you will paste the URL of your site (either http://yourdomainname/zohodesk/api/v1/callback/ or https://yourdomainname/zohodesk/api/v1/callback/)
Zoho Desk for Dynamics CRM Client Key. This field has already been filled out with the appropriate key (this was done when you activated the plugin)
Zoho Desk for Dynamics CRM Client Secret. This field has already been filled out with the appropriate secret (this was done when you activated the plugin)
Zoho Desk for Dynamics CRM Email Address. This is where you will enter your Zoho Desk account email address
Zoho Desk for Dynamics CRM Password. This is where you will enter your Zoho Desk password
Zoho Desk for Dynamics CRM Token. This is where you will enter a token from Zoho Desk so that Microsoft Dynamics CRM knows which user is being used when logging into your account
Once these fields have been filled in correctly, click Save Changes at the bottom of the page. You will now be able to create a new record in Microsoft Dynamics CRM and use this new record as a way to integrate Zoho Desk with Microsoft Dynamics CRM by adding a link in a contact record in Microsoft Dynamics CRM that points back to a record in Zoho Desk. You can add a link by going to a contact in your roster and clicking Edit Profile Options in the upper right corner of the page. In this section there will be a Linked Accounts section where you can add a new account by clicking Add New Account. In the dialog box add the fplowing information:
Account Type. This must be set to Customer Relationship Management (CRM)
Name. This is where you will enter the name of your account (for example if you are linking to Zoho Desk it should be set to “Zoho”)
Description. This is where you can enter an optional description for your account (if necessary)
Once you have entered all of this information click Save Changes then go back to your contact record where you should see that your new account was added under Linked Accounts. You can now click on this account link and get redirected through Microsoft Dynamics CRM where you can view details about your account including any existing contacts associated with this account, any existing notes associated with this account, etc. You can also create new records within this account which include Contacts (who are automatically linked back to their corresponding contact in Zoho Desk), Notes (where you can enter notes about contacts), Activities (which include Calls & Meetings), etc. These records are all linked back to their corresponding records in Zoho Desk (the field name is set to Account Number which matches the field found in Zoho Desk. You can also add new records directly in Zoho Desk by clicking on New Activity directly from Microsoft Dynamics CRM using your linked account (this allows you to quickly create new records in Microsoft Dynamics CRM without having to switch back and forth between programs. Businesses use these links in Microsoft Dynamics CRM to help them track important information about their customer base including notes about specific customers, activities they have performed with customers, etc. Then these links can be used in reports so that businesses can see information about their customers over time including how many customers they have acquired over time, how many customers they have lost over time, how much revenue they have made from each customer over time, etc. This way businesses are able to better understand their business performance over time compared with industry standards which makes it easier for them to decide what changes they need to make moving forward based on what they learned from their past performance. Another benefit of using these links within reports is that businesses are able to take any customer specific information they have in Microsoft Dynamics CRM and make it available for other users in their organization which means that if one sales representative has already logged information about a customer when they were communicating with them versus another sales representative who hasn’t yet communicated with them yet then reports will only show information about customers who have been communicated with by both sales representatives which means that there are no duplicate entries in reports which helps streamline report creation processes since there are no duplicates that need to be removed before creating reports. Overall this integration allows businesses to streamline their customer relationship processes which makes it easier for them to keep track of important customer data such as notes about individual customers or notes about specific activities they engaged in with individual customers such as calls or meetings (whether over the phone or face-to-face. This integration also allows businesses to better track important business data such as revenue per customer over time meaning that businesses can better understand how their performance stacks up against industry standards and make adjustments as necessary along the way which ultimately helps them increase their profits and revenue over time. Overall this integration provides businesses with valuable insight into their business performance over time which helps them make more informed decisions moving forward which ultimately helps them increase profits and revenue over time.
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