Microsoft Dynamics 365 CRM + Zoho Desk Integration

Integrate Microsoft Dynamics 365 CRM to Zoho Desk in one click, or tell Integrately AI how you want each case handled. Create support tickets, sync customer contacts, update accounts, and trigger follow-ups automatically in Zoho Desk.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Zoho Desk
    Ticket is created in Zoho Desk Instant
  • Zoho Desk
    Ticket is updated in Zoho Desk Instant
  • Zoho Desk
    Account is created in Zoho Desk Instant
  • Zoho Desk
    Agent is created in Zoho Desk Instant
  • Zoho Desk
    Message is created in Zoho Desk Instant
  • Zoho Desk
    Comment is created in Zoho Desk Instant
  • Zoho Desk
    Contact is created in Zoho Desk Instant
  • Zoho Desk
    Attachment is added in Zoho Desk Instant
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Zoho Desk
    Create ticket in Zoho Desk
  • Zoho Desk
    Update ticket in Zoho Desk
  • Zoho Desk
    Search ticket in Zoho Desk
  • Zoho Desk
    Create contact in Zoho Desk
  • Zoho Desk
    Search contact in Zoho Desk
  • Zoho Desk
    Update contact in Zoho Desk
  • Zoho Desk
    Add attachment in Zoho Desk
  • Zoho Desk
    Add comment in Zoho Desk
  • Zoho Desk
    Create account in Zoho Desk
  • Zoho Desk
    Send email reply in Zoho Desk

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Zoho Desk Integration

Capture support cases, sync customer records, update accounts, route issues, and log case details, all in just one click.

Most popular automationsmost-popular-automations
Zoho Desk + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Zoho Desk ticket

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.
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Connect more apps to your Microsoft Dynamics 365 CRM + Zoho Desk flow

Teams need notifications, task management, and communication tools linked to their support stack once a case moves. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zoho Desk
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Microsoft TeamsMicrosoft Teams (8)
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Jira Software CloudJira Software Cloud (8)
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SlackSlack (8)
+
ZendeskZendesk (8)
+
ConfluenceConfluence (8)
+
Microsoft OutlookMicrosoft Outlook (8)
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When a case is created in Microsoft Dynamics 365 CRM, create a ticket in Zoho Desk, and notify your support team in Microsoft Teams.
New Microsoft Dynamics 365 CRM cases instantly generate Zoho Desk tickets while alerting your Microsoft Teams channel, ensuring support staff never miss an incoming customer request.
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Log every new Zoho Desk comment in Microsoft Dynamics 365 CRM, and post an alert in Microsoft Teams.
Zoho Desk comment updates are captured in Microsoft Dynamics 365 CRM while your Microsoft Teams channel receives an instant summary.
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When a Zoho Desk ticket is updated, update the case in Microsoft Dynamics 365 CRM and notify Microsoft Teams.
Ticket status changes in Zoho Desk automatically update Microsoft Dynamics 365 CRM cases and notify your team in Microsoft Teams.
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Create a Microsoft Teams chat for every new Microsoft Dynamics 365 CRM contact, and create a contact in Zoho Desk.
New Microsoft Dynamics 365 CRM contacts establish a Zoho Desk contact profile and trigger a welcome notification in Microsoft Teams.
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If a Microsoft Dynamics 365 CRM case priority is urgent, create an urgent Zoho Desk ticket and alert Microsoft Teams.
Urgent Microsoft Dynamics 365 CRM cases route directly into Zoho Desk as priority tickets with immediate Microsoft Teams escalation.
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When a Zoho Desk ticket is closed, update the Microsoft Dynamics 365 CRM case and notify Microsoft Teams.
Resolved Zoho Desk tickets update corresponding Microsoft Dynamics 365 CRM cases and notify your team in Microsoft Teams.
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Use Claude to summarise every new Zoho Desk ticket, update the Microsoft Dynamics 365 CRM case, and post the brief in Microsoft Teams.
Claude generates ticket summaries that update Microsoft Dynamics 365 CRM cases while posting structured briefings to Microsoft Teams.
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When a Microsoft Dynamics 365 CRM case is created, create a Zoho Desk ticket, log details in Confluence, and notify Microsoft Teams.
New Microsoft Dynamics 365 CRM cases spawn Zoho Desk tickets, document knowledge base entries in Confluence, and alert Microsoft Teams.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zoho Desk

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Zoho Desk
Zoho Desk Triggers & Actions
Instant
Ticket is created in Zoho Desk
Triggers the automation when a new ticket is created
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Instant
Ticket is updated in Zoho Desk
Triggers the automation when a ticket is modified
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Instant
Account is created in Zoho Desk
Triggers the automation when a new account is created
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Instant
Agent is created in Zoho Desk
Triggers the automation when a new agent is created
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Instant
Message is created in Zoho Desk
Triggers the automation when a new message is created
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Instant
Comment is created in Zoho Desk
Triggers the automation when a new comment is created
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Instant
Contact is created in Zoho Desk
Triggers the automation when a new contact is created
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Instant
Attachment is added in Zoho Desk
Triggers the automation when a new attachment is added
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Create ticket in Zoho Desk
Generates a new ticket
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Update ticket in Zoho Desk
Updates ticket information
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Search ticket in Zoho Desk
Searches for a ticket
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Create contact in Zoho Desk
Adds a new contact to the database
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Search contact in Zoho Desk
Finds and retrieves contact information
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Update contact in Zoho Desk
Updates contact information with new details
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Add attachment in Zoho Desk
Adds an attachment to the selected item
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Add comment in Zoho Desk
Adds a comment to a record
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Create account in Zoho Desk
Generates a new account
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Send email reply in Zoho Desk
Sends an email reply
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What can you automate with Microsoft Dynamics 365 CRM + Zoho Desk?

Streamline your customer operations by connecting Microsoft Dynamics 365 CRM triggers to Zoho Desk actions instantly.

What you can automate?
🎯
Sync every new support case automatically
Create a corresponding ticket in Zoho Desk the moment a case is created in Microsoft Dynamics 365 CRM, eliminating manual copying between platforms.
📝
Capture every submitted contact field
Map all available contact details and custom fields from Microsoft Dynamics 365 CRM straight into Zoho Desk profile records without data loss.
🔔
Alert your team the moment cases arrive
Notify support agents instantly whenever a new ticket is generated or updated across your connected Microsoft Dynamics 365 CRM and Zoho Desk systems.
🔀
Route tickets based on priority or tier
Send high-priority Microsoft Dynamics 365 CRM cases to specialized support queues in Zoho Desk based on submitted account attributes.
🔄
Keep case statuses updated in real time
Synchronize status changes bi-directionally so that Microsoft Dynamics 365 CRM and Zoho Desk always reflect the true progress of customer issues.
🔍
Search and update instead of creating duplicates
Check existing database records before creating new contacts or accounts in Zoho Desk, keeping your customer directories clean.
Handle ticket resolution and closure events
Automatically update your Microsoft Dynamics 365 CRM cases when a Zoho Desk support ticket is marked as resolved or closed.
🚀
Extend flows to team collaboration apps
Connect your core Microsoft Dynamics 365 CRM and Zoho Desk workflow with Slack or Microsoft Teams to keep stakeholders informed.
And much more...

Who is Microsoft Dynamics 365 CRM + Zoho Desk integration for?

Connecting Microsoft Dynamics 365 CRM and Zoho Desk eliminates manual ticket creation and keeps customer data synchronized across support and sales teams.

Data analysts and reporting teams
Data analysts and reporting teams
Customer support managers
Customer support managers
Client success directors
Client success directors
High-volume support desks
High-volume support desks
Account executives and handoff leads
Account executives and handoff leads
Compliance and auditing officers
Compliance and auditing officers
📈
Data analysts and reporting teams
You're pulling case metrics from Microsoft Dynamics 365 CRM while support data sits in Zoho Desk, so your management reports always miss key customer touchpoints — with this integration, every ticket status update flows directly into your CRM records and your analytics stay complete.
Customer support managers
You manage incoming requests across Microsoft Dynamics 365 CRM accounts but find out about urgent customer issues too late to meet your SLAs — with this integration, every new case immediately generates a support ticket in Zoho Desk and your response times drop.
🤝
Client success directors
You answer to key accounts that demand real-time visibility into their reported issues, but manual status tracking creates constant delays — with this integration, every ticket resolution in Zoho Desk updates your Microsoft Dynamics 365 CRM accounts instantly.
📊
High-volume support desks
You handle hundreds of daily Microsoft Dynamics 365 CRM inquiries that agents spend hours copying into Zoho Desk by hand, leading to frequent data entry errors — with this integration, every contact and case syncs automatically without manual typing.
🔄
Account executives and handoff leads
You close new Microsoft Dynamics 365 CRM deals that require immediate setup in Zoho Desk, but manual handoffs leave onboarding teams in the dark — with this integration, every new account creation triggers support provisioning instantly.
🗂️
Compliance and auditing officers
You need an unbroken history of customer interactions across Microsoft Dynamics 365 CRM and Zoho Desk, but manual logging leaves significant gaps in audit trails — with this integration, every comment and ticket change is recorded permanently.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Zoho Desk

Build and manage your Microsoft Dynamics 365 CRM + Zoho Desk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Zoho Desk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Zoho Desk?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zoho Desk instantly using ready templates or Integrately AI. With 1-click setup, you can also link Microsoft Teams, Slack, and Zendesk.
Can I automatically create Zoho Desk tickets from Microsoft Dynamics 365 CRM cases?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zoho Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zoho Desk?
Frequently Asked Questions
How do contact updates sync between Microsoft Dynamics 365 CRM and Zoho Desk?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM cases when Zoho Desk tickets close?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zoho Desk?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zoho Desk integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Zoho Desk With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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