Recursyv’s Seamless sync solution is now listed in Microsoft AppSource, Microsoft’s marketplace for business applications. The AppSource listing gives Dynamics users the ability to access to Seamless’ Dynamics – Freshdesk sync solution from directly within their Dynamics environment.

This sync solution brings a Dynamics <-> Freshdesk field mappings template and associated business rules to Recursyv’s existing connectors for both Dynamics 365 and Freshdesk. Rolling out a standard sync can be achieved in a just a few hours. Adding requirements specific to any individual project can be quickly introduced to the sync. Common examples of additional requirements include adding custom fields, mapping of ticket assignment queues, mapping of ticket status values, etc.

This sync solution is now listed in the vendor marketplaces for both Dynamics 365 (AppSource) and Freshdesk.

Recursyv will continue to list a number of Dynamics integration templates over the coming months. These are built on the existing Seamless Dynamics 365 connector which enables Seamless users to integrate Dynamics 365 to almost any other business application.

What does this mean for users?

Dynamics and Freshdesk users can quickly rollout a system-to-system integration across these two industry-leading platforms. The format of the sync is documented and can be quickly extended/changed to meet specific requirements.

Additionally, the use of the Seamless platform means that you can extend the scope of the sync beyond these two systems into a massive range of SaaS applications.

“ “The Seamless sync just works. We are confident that we’re making the best decisions based on the latest data we have.”

Simon Gammon, Technical Director, Nexus

Why would you need to sync data between these two systems?

The most common scenario for syncing data between a CRM (Dynamics 365) and a Support Desk (Freshdesk) is to keep Sales and Support teams in sync with each other.

The sales team wants to be sure that when they phone a customer, they have visibility of that customers’s experience. If the customer has had a number of problems, it will help the sales team to know this. Conversely, if no tickets have been raised, the sales team can have additional confidence that the customer is not having problems with the product.

The sync template allows the sales and support teams to capture updates on tickets which will be synced between systems. This means that all relevant customer interactions can be tracked in context, ensuring a richer and more meaningful customer experience of the support desk.

 

Editorial notes

Recursyv Seamless

Recursyv Seamless is an integration service that makes it easy to connect different software applications. Use Seamless to empower your users with the best information in the right application at the point of need. Seamless makes it easy to setup new integrations using a growing collection of app connectors. Seamless is provided as a managed service operated by Recursyv.

Microsoft Dynamics 365

Microsoft Dynamics 365 is the world’s connected business cloud designed to help you better understand your business and act strategically to be successful. From engaging your customers, optimising operations, empowering your employees or transforming your products and services, Dynamics 365 gives you a deep understanding of your business to help digitally transform and achieve success in your own terms.

Freshdesk

Freshdesk is the helpdesk platform offered by Freshworks. Freshworks provides innovative customer engagement software for businesses of all sizes, making it easy for teams to acquire, close, and keep their customers for life. Freshworks SaaS products provide a 360 degree view of the customer, are ready to go, easy to use, and offer quick return on investment.