June 2015

Zendesk to CRM 2015 and Microsoft Dynamics 365 Integration

Installing the Zendesk to CRM 2015 or Dynamics 365 integration These instruction have been updated from the Zendesk instructions provided here: https://support.zendesk.com/hc/en-us/articles/203660156-Zendesk-for-Microsoft-Dynamics-CRM-Part-1-Installing-the-Zendesk-for-Microsoft-Dynamics-CRM-as-a-module-in-Microsoft-Dynamics-CRM   They use a combination of the original processes that Zendesk have created originally for CRM 2011 and that worked on Pre SP1 versions of CRM 2013. The packages referenced have been update by InteractiveWebs to work with CRM 2013 Post SP1 and CRM 2015 (technically all versions but we recommend post SP 0.1)   Instillation of the CRM Solution Install the CRM Managed Solution as you would any other CRM solution. Download the managed solution for CRM 2015 https://www.dropbox.com/s/0rhlgnxcwz9s4yh/ZendeskDynamicsCRMConnector_2_0_0_2_managed.zip?dl=0 In CRM Navigate to SETTINGS / SOLUTIONS Click on Import Chose File   Select the Managed CRM package – Click Next Click Next   Leave the Enable any SDK ticked, and click on Import   Allow the Import to take place   Click on Close   On Completion, Click “Publish… Read More »Zendesk to CRM 2015 and Microsoft Dynamics 365 Integration