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

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

How to Set Up

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

Tips

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