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Deskpro Microsoft Dynamics CRM Integration

With Appy Pie Automate, you can save time by combining Deskpro Integration with Microsoft Dynamics CRM Integration in one workflow.

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Simplify Deskpro Microsoft Dynamics CRM Integration with seamless setup

Easily set up Deskpro Microsoft Dynamics CRM Integration without coding. Start automating your workflows and Integrate Deskpro with Microsoft Dynamics CRM today.

How Deskpro and Microsoft Dynamics CRM Integrations Work

Follow the steps below to start setting up your Deskpro integrations using Appy Pie Automate:

Trigger Details

  • Deskpro Integration
    Trigger application: Deskpro
  • Deskpro Integration
    Add Trigger Event:

Action Details

  • Microsoft Dynamics CRM Integration
    Trigger application: Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Integration
    Add Action Event:
  1. Step 1: Select Trigger

    Choose Deskpro as the trigger app, select the desired event, authenticate your account, and successfully run a test.

  2. Step 2: Select Action

    After completing the trigger test, select Microsoft Dynamics CRM as the action app from the list to continue your workflow automation flow.

  3. Step 3: Authenticate

    Connect your Microsoft Dynamics CRM account & authenticate it. This ensures the integration works seamlessly.

  4. Step 4: Setup & Test

    Choose the data you want to send from Deskpro to Microsoft Dynamics CRM, run a final test, and your AI workflow automation is ready!

Deskpro and Microsoft Dynamics CRM Integration

Choose the app you want to Integrate with Deskpro and Microsoft Dynamics CRM

Popular Templates for Deskpro and Microsoft Dynamics CRM Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Deskpro Integration
  • Microsoft Dynamics CRM Integration

Create Contact to Microsoft Dynamics CRM from New Ticket in Deskpro

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Contact

Use template for free
  • Deskpro Integration
  • Microsoft Dynamics CRM Integration

Create Lead to Microsoft Dynamics CRM from New Person in Deskpro

  1. When this happens:

    New Person

  2. Then do this:

    Create Lead

Use template for free
  • Deskpro Integration
  • Microsoft Dynamics CRM Integration

Create Account to Microsoft Dynamics CRM from New Ticket in Deskpro

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Account

Use template for free
  • Deskpro Integration
  • Microsoft Dynamics CRM Integration

Create Lead to Microsoft Dynamics CRM from New Ticket in Deskpro

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Lead

Use template for free
  • Deskpro Integration
  • Microsoft Dynamics CRM Integration

Create Case to Microsoft Dynamics CRM from New Ticket in Deskpro

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Case

Use template for free

Streamline Your Workflow with AI Workflow Automation

FAQs on Deskpro Microsoft Dynamics CRM Integrations

  • What Is Deskpro?

    Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.

  • What Is Microsoft Dynamics CRM?

    Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

  • How Deskpro and Microsoft Dynamics CRM Integrations Work?

    The integration between Deskpro and Microsoft Dynamics CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:

    • Connection Establishment: The first step is establishing a secure connection between Deskpro and Microsoft Dynamics CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
    • Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
    • Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
    • Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
    • Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
    • Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.

  • Is the Integration Between Deskpro and Microsoft Dynamics CRM secure?

    While assessing the security of integrating Deskpro with Microsoft Dynamics CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Deskpro-Microsoft Dynamics CRM integration:

    • Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
    • Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
    • Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
    • Data Storage Security: This ensures that the databases or storage systems used by Deskpro and Microsoft Dynamics CRM integration have adequate security measures.
    • User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar  | Last Updated on November 9, 2025, 10:21 pm

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