Posts Tagged ‘Zendesk’

Upcoming Webinar: Zendesk & Dynamics 365 App – Integration Made Simple

Deliver a complete view of your customers for your Sales and Support teams with a dynamic two-way integration between Zendesk ticket data and Microsoft Dynamics 365 customer data.Join us for an overview of our Zendesk and Dynamics 365 Apps – powered by Popdock, on April 2nd, 2020. We will cover both the Zendesk and Dynamics 365…

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Meet eOne at Zendesk Relate!

eOne is excited to be attending Zendesk Relate in Miami Beach on March 3rd – 5th! With a plethora of Zendesk partners and end-users along with a full lineup of speakers, we look forward to meeting new people to learn about their challenges, successes, and vision regarding the customer experience.We will not have a booth…

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Join an eOne Summer Webinar!

As summer rolls on, so does our summer webinar series. It has already been an exciting summer for us here at eOne, and we’re prepared to deliver a diverse slate of webinars for the rest of July and continuing into August. Whether you are interested in SmartConnect, Popdock, or any Microsoft product, we have something…

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Zendesk Ticket Grid Errors

Ticket Grid is returning an error saying:“Could not load grid data: You have not entered your Zendesk Credentials in the solution settings.”There are two causes for this error message.Credentials have not been entered on the Zendesk SolutionGo to D365 Sales > Settings > Solutions > Zendesk Dynamics 365 Connector > ConfigurationEnter Credentials to Authentication sectionClick…

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Formatting the Zendesk Ticket Grid

Sometimes after adding the ticket grid to either the Contact or Account, it will not appear as shown below.We recommend putting the ticket grid web resource on its own tab of the Form.You can edit the web resource to use more space.In the Form editor open up the web resource properties window.In the ‘Field Name…

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Troubleshooting the Zendesk Sidebar

After installing the app receive message “Could not log into Office 365”Resolution:In Zendesk go to Settings > Apps > Manage > Dynamics 365 Sales Connector > Click the App Configuration tabCopy the URL to a new browser window and enter the same Email used in the App setup along with the user password to verify…

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Zendesk Dynamics 365 Sales Connector

Overview Welcome to the official getting started guide for the Zendesk for Microsoft Dynamics 365 Sales integration. The Zendesk for Microsoft Dynamics 365 Sales connector closes the loop between your sales and support teams by enhancing visibility into customer information and support activity between Microsoft Dynamics 365 Sales and Zendesk. Use this guide to start configuring and using Zendesk for…

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Demo 2 win with the eOne Sandbox – Q2 2017 Update

There is no more critical way to make or break a sale than during the demo.  At eOne, we understand how important this is and that timing, showing a compelling scenario, and having a reliable, comprehensive environment is everything. When your client says something to the effect of: “I wish there was a way to automate…

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Introducing Zendesk Integration using SmartConnect

We’re pleased to introduce Zendesk Integration using SmartConnect.  Here is what you need to know:About the Zendesk Integration available with SmartConnect The Zendesk Integration in SmartConnect allows you to generate new data when you integrate Zendesk with all the systems, API’s and files that SmartConnect supports.  In SmartConnect 2016, Zendesk is one of the eOne-tested REST service providers.What is the difference…

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Configuring the Dynamics CRM – Zendesk Templates

This document will walk through the required steps to enable and configure the Zendesk service provider as part of the REST connector. After the service provider is setup then the map templates can be imported and configured as well. General Information The Zendesk and Dynamics CRM templates consist of 8 maps. There are integration point…

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