Blog postDynamics 365FreshserviceRecursyv newsSeamless connector

Keep Service Management and Customer info synced with Freshservice and Dynamics 365

Dynamics / FreshserviceWe're delighted to announce that we are launching a Freshservice connector and, using the very same connector, a templated integration between Freshservice and Dynamics 365. Sync Requesters/Contacts, Incidents, Service Requests, Problems, Changes, Releases and Assets between Freshservice and Dynamics 365.

In the spirit of syncing data in and out of Freshservice, it would be remiss of us to focus only on Dynamics. As part of preparing the templated connection, we needed to develop a Freshservice connector and so we're announcing this connector as well - what a brilliant day!

This announcement comes about a week after launching our Freshsales connector and joins our Freshdesk connector as the premier integration toolset for Freshworks apps.

Launching connectors so regularly is indicates both the ease with which the Seamless platform allows us to develop new connectors as well as our own commitment to growing our library of application connectors.

If you need to connect your Freshservice app to any other application, we're ready to setup data sync quickly and easily.

Freshsales App Gallery

 

The Freshservice / Dynamics 365 CRM connector is immediately available in the Freshservice marketplace. You can access it from within Freshservice by clicking on the Admin (gear icon on the left hand menu) and choosing Apps under the Integrations option.

For other Freshservice integration requirements, the Freshservice connector plugin is able to connect Freshservice to Seamless and, from there, to integrate it to any other application.

The Freshservice / Dynamics 365 CRM Integration Template

  • Syncing Freshservice Requesters / Users - Dynamics Contacts allows you to keep customer master data up-to-date in both systems. Updates made in one system will synchronise to the other. This allows different teams (e.g. a helpdesk team and a sales team) who are using different systems work off an up-to-date data set.
  • Freshservice Tickets, Problems, Changes and Releases -> Dynamics Cases provides a reference view of Freshervice items within Dynamics allowing Dynamics users to better understand their customers.
  • Freshservice Assets, Asset Types & Departments -> Dynamics custom entities provides a reference view of the underlying Freshservice data to ensure that Dynamics users have complete context.
  • Freshservice Agents -> Freshservice Agents, a custom entity inside Dynamics that allows you to associate Freshservice users to Dynamics records without requiring Dynamics licenses for every Freshservice user.

 

Syncing Deals from Freshsales into Dynamics 365
Recursyv Seamless

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv's growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.

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