This integration selects new Zoho Desk accounts and imports them to Dynamics 365.

Note: It does not import pre-existing Zoho Desk accounts to Dynamics 365 accounts.

How to Set Up

  1. Select or create connections: Zoho Desk connection for Source and Dynamics 365 connection for Target.
  2. Specify the schedule, on which the integration will run automatically.

Tips

  • To create Dynamics 365 accounts only for specific new Zoho Desk accounts, configure filters in the task editor.