This integration selects new Zendesk organizations and imports them to Dynamics 365 as accounts.

Note: If accounts with such name already exist, the existing ones are updated. The integration does not create duplicates.

Note: It does not import pre-existing Zendesk organizations to Dynamics 365 accounts.

How to Set Up

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

Tips

  • To create or update Dynamics 365 accounts from specific new Zendesk organizations, configure filters in the task editor.