ProProfs Help Desk Software
Microsoft Dynamics
Microsoft Dynamics Integration Guide Try it Free Get a Demo

What Is ProProfs Help Desk & MS Dynamics CRM Integration?

Integrating ProProfs Help Desk with Microsoft Dynamics can help you strike the right balance between sales and support operations. After the integration, agents can create an MS Dynamics Case without ever leaving their help desk dashboard. They can even access previous cases and get a complete picture of past customer interactions.

Sales and support are two sides of the same coin that have one common goal - building delightful customer relationships.

A proper alignment between these two powerful tools will help you add more value throughout the customer journey. Let's now look at some more benefits of ProProfs Help Desk integration with Microsoft Dynamics CRM.

Features & Benefits of ProProfs Help Desk Integration with MS Dynamics

  • Enjoy All-in-One Access

    Enjoy All-in-One Access

    With the help of our powerful integrations, there is no need for your agents to switch between multiple tabs. They can stay logged into their help desk system and get access to all the customer data right at their fingertips.

  • Create & Manage Microsoft Dynamics Cases

    Create & Manage Microsoft Dynamics Cases

    One of the top benefits of integrating ProProfs with MS Dynamics is that agents can create and access Microsoft Dynamics cases right from their help desk dashboard. Agents can also choose to change the case priority or the case owner.

  • Add Comments to a Case

    Add Comments to a Case

    Customer cases are often complex in nature. MS Dynamics integration with ProProfs Help Desk allows your agents to add comments to a case that are only visible internally. Such comments are used to elaborate a case better for other agents.

  • Delight Customers With Personalized Interactions

    Delight Customers With Personalized Interactions

    Once you integrate Microsoft Dynamics CRM with ProProfs Help Desk, agents can access cases within a help desk ticket and gain a holistic view of past customer issues and solutions. With the right context at hand, delighting customers is a breeze!

  • Enhance Agent Productivity

    Enhance Agent Productivity

    Manual and repetitive tasks can hamper your team’s productivity and lead to mistakes. However, once the workflow of integrated systems is synced together, your teams can always be on the same page and achieve more in less time.

  • Improve Internal Collaboration

    Improve Internal Collaboration

    All your customer-facing employees, be it sales or support, need to collaborate to deliver a consistent customer experience. When you integrate ProProfs Help Desk with MS Dynamics, you can eliminate the communication gap between both teams.

Microsoft Dynamics Integration Guide

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