Integrate Microsoft Dynamics 365 CRM to Zendesk in one click, or tell Integrately AI how you want each case handled. Create support tickets, sync contact details, alert your team, and update your records automatically.
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Microsoft Dynamics 365 CRM. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
Create a Zendesk support ticket the moment a new case is logged in Microsoft Dynamics 365 CRM. Eliminate manual data entry and ensure support teams never miss an incoming request.
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Capture every submitted field
Map all available contact and case details from Microsoft Dynamics 365 CRM into Zendesk user profiles and tickets. Keep your helpdesk records as detailed as your CRM.
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Alert support teams instantly
Notify your team members the moment critical customer issues arrive in your systems. Keep communication flowing without manual checks.
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Route requests based on field data
Trigger different workflows depending on priority, severity, or account tier submitted in Microsoft Dynamics 365 CRM cases. Send VIP issues to dedicated support queues automatically.
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Keep records updated in real time
Automatically update Microsoft Dynamics 365 CRM cases and accounts whenever corresponding tickets are updated or solved in Zendesk. Maintain synchronised records across both platforms.
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Prevent duplicate records
Search existing contacts and accounts before creating new entries in Microsoft Dynamics 365 CRM or Zendesk. Keep your databases clean and clutter-free.
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Handle status changes smoothly
Update CRM records when tickets are solved, pending, or escalated. Keep customer lifecycle stages accurately reflected across your entire toolstack.
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Extend workflows to Slack
Connect your Microsoft Dynamics 365 CRM and Zendesk flow to Slack to post instant notifications whenever high-priority cases or tickets are created.
And much more...
Who is Microsoft Dynamics 365 CRM + Zendesk integration for?
Connecting Microsoft Dynamics 365 CRM and Zendesk eliminates manual data silos for support, sales, and operations teams managing customer relationships.
Support Operations Managers
Customer Support Leads
Client Account Managers
Helpdesk Supervisors
Sales Representatives
Customer Success Teams
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Support Operations Managers
You report on support ticket metrics and case resolution times, but your dashboards rely on manual data exports so your metrics are always outdated — with this integration, every new case and ticket syncs instantly and your analytics stay current.
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Customer Support Leads
You need to act fast when high-priority customer issues arrive, but you find out about critical cases hours after they are logged — this integration means every critical case opens a Zendesk ticket instantly so your team can respond without delay.
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Client Account Managers
You answer to key clients who expect transparent updates on their active support requests, but compiling manual status reports takes hours — automating both apps means your client records stay completely updated with every ticket status change.
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Helpdesk Supervisors
The volume of incoming customer inquiries is too high for anyone to keep up by hand, leading to missed tickets and delayed follow-ups — connecting these apps means every inquiry is captured and routed without manual intervention.
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Sales Representatives
You own the sales relationship and depend on support agents to hand over ticket details when upselling, but communication gaps leave you in the dark — automating both apps means support notes flow directly into your CRM records.
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Customer Success Teams
You need a reliable history of every customer touchpoint across sales and support, but keep finding gaps between your CRM and helpdesk records — this integration means your customer history remains complete and accurate.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Zendesk
Build and manage your Microsoft Dynamics 365 CRM + Zendesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Zendesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How do I connect Microsoft Dynamics 365 CRM to Zendesk?
You can connect Microsoft Dynamics 365 CRM to Zendesk instantly using 1-click workflows or ask Integrately AI to build your automation. It integrates smoothly with apps like Salesforce, Slack, and HubSpot to streamline your customer support and CRM operations.
Can I automatically create Zendesk tickets from Microsoft Dynamics 365 CRM cases?
You can automatically create Zendesk tickets whenever a new case is logged in Microsoft Dynamics 365 CRM. There's a ready template available — start from the Microsoft Dynamics 365 CRM and Zendesk integration or customise your flow with Integrately AI.
Can I connect Microsoft Dynamics 365 CRM, Zendesk, and Slack?
You can connect Microsoft Dynamics 365 CRM, Zendesk, and Slack in a multi-step automation. When a case is created in Microsoft Dynamics 365 CRM, it opens a ticket in Zendesk and sends an instant notification to your team in Slack, alongside 1,500+ other apps.
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zendesk?
Integrately is a fast, cost-effective alternative for connecting Microsoft Dynamics 365 CRM and Zendesk. With 42,000+ active users, 20 million+ ready templates, and 24/5 live chat support, it offers reliable automation at 3x to 10x lower cost.
How are cases and contacts handled between Microsoft Dynamics 365 CRM and Zendesk?
When cases or contacts are created or updated in Microsoft Dynamics 365 CRM, matching user profiles and tickets are automatically created or updated in Zendesk. Ready automations handle your records accurately without manual data entry.
Can I update Microsoft Dynamics 365 CRM when Zendesk tickets are solved?
When a ticket is solved in Zendesk, your Microsoft Dynamics 365 CRM cases and accounts can be updated automatically. A ready automation exists to keep your customer success and sales records fully synchronized.
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zendesk?
No coding skills are required to connect Microsoft Dynamics 365 CRM and Zendesk. You can activate ready-made templates in 1 click or use Integrately AI to build custom multi-step workflows effortlessly.
Is the Microsoft Dynamics 365 CRM and Zendesk integration free?
The Microsoft Dynamics 365 CRM and Zendesk integration is available on Integrately with a free forever plan. You can start building automated workflows right away or explore premium features on our pricing page.
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