Integrate Microsoft Dynamics 365 with HappyFox Help Desk
Connect your HappyFox Help Desk with Microsoft Dynamics 365 to create a unified view of customer relationships and support interactions. This integration brings customer information directly into your support workflow while syncing tickets as cases in Dynamics 365.
What This Means For Your Teams
Support Teams
delivering contextual customer support
Sales Teams
tracking support history within CRM
Account Managers
identifying priority customer needs
Customer Operations Managers
bridging sales-support gap
Customer Information Access
- Automatic customer data fetch
- Manual account linking option
- View contact details in tickets
- Access account information instantly
Ticket Integration
- Push tickets to Dynamics cases
- Sync all ticket updates
- View cases in Dynamics
- Track support history
Data Mapping
- Automatic contact mapping
- View data in ticket details
- Access info in contact screen
- See data in new ticket form
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