Deliver operational efficiency and breakthrough customer experiences with MS Dynamics integration within HappyFox Service desk



Dynamics 365 is a portfolio of ERP and CRM intelligent business applications that delivers superior operational efficiency and breakthrough customer experiences, enabling businesses to become more agile and reduce complexity without increasing costs. Integrating Dynamics 365 with Service Desk provides a powerful solution for managing IT support requests and improving overall business operations, helping organizations to streamline their support operations, improve customer engagement, and increase productivity.

Admins, Agents, and Requesters can securely log into Service Desk using Okta

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Key features of MS Dynamics integration

  • Automatically fetch Requester information from Dynamics 365 and display it in the Service Desk ticket detail page, requester detail page and new ticket form.

    Admins, Agents, and Requesters can securely log into Service Desk using Okta
  • If results fetched automatically from Dynamics 365 are not relevant, manual search and comparison of Requester details can be done

  • Create Service Desk tickets as Cases against Accounts and Contacts in MS Dynamics 365

  • Sync Service Desk ticket information and subsequent updates to Dynamics 365 Cases

  • Create or Edit Contacts in Dynamics 365 directly from the Service Desk ticket or Contact details page

    Create or Edit Contacts in Dynamics 365 directly from the Service Desk ticket or Contact details page