Zendesk

ZenDesk to Microsoft CRM integration password change

Changing your password in ZenDesk may affect your Microsoft CRM integration  if you are to upgrade or change the password that you utilise in your ZenDesk system for the account that has been set to synchronise data with the Microsoft CRM platform, you will notice that the synchronisation may not function correctly or may only perform a one-way synchronisation.  You will remember from the instructions that you likely followed in your initial configuration: http://www.interactivewebs.com/blog/index.php/zendesk/zendesk-to-crm-2015-integration/    that part of these configuration settings is to set up your password and username in the SETTINGS / ZD Personal Settings –  area of your Microsoft CRM system.  Below is an extract from the vendor’s configuration portal found here Step 2: Setting up new security roles The Zendesk integration introduces two new security roles to Microsoft Dynamics CRM that must be assigned before you can proceed to the next step: Zendesk – Read configuration settings – grants… Read More »ZenDesk to Microsoft CRM integration password change

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

Import KB Articles from Microsoft CRM to Zendesk

Zendesk KB Import Tool / Sync We have created a tool that allows the importing of Microsoft CRM (IFD) into your Zendesk setup. The simple tool will look at your Microsoft CRM 2011 Articles (also known as KB articles) and draw them into your Zendesk support portal. This is powerful if you have an existing CRM system with useful client data that you wish to expose to your support portal as a way of helping your customers find answers to their questions before they directly lodge a support ticket. Additionally, the tool is smart enough to remove duplications. So if you run it against more than one instance of CRM, you can import KB articles without the fear of duplicating up on KB articles. At the Zendesk end, the KB articles import something like this: From original articles in CRM like this: Versions We have at this stage only release… Read More »Import KB Articles from Microsoft CRM to Zendesk