Posts Tagged ‘Zendesk’

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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Tech Tuesday: Connecting SmartConnect to Zendesk Using Basic Authentication

With the latest release of SmartConnect you now have the option to connect to many different web services. This example is going to walk through setting up Zendesk in SmartConnect. The following will need to be in place: Latest version of SmartConnect 2016 will need to be installed Active Zendesk account with login credentials for…

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Zendesk Dynamics CRM Connector

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

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Zendesk Transitions CRM Integration to SmartConnect

Over the past few months, we have been working closely on a special project with Zendesk. The mission:  Architect, Develop, and Deliver an updated Integration between the Zendesk platform and Microsoft Dynamics CRM. About 5 years ago, Zendesk saw the momentum that Dynamics CRM was accruing and invested significant time, energy, and resources to connect the…

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