Microsoft Dynamics 365 CRM + Mojo Helpdesk Integration

Integrate Microsoft Dynamics 365 CRM to Mojo Helpdesk in one click, or tell Integrately AI how you want each case handled. Sync customer service workflows, manage support tickets, update cases, and alert your support team automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Mojo Helpdesk
    Ticket with scheduled on is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket is created in Mojo Helpdesk
  • Mojo Helpdesk
    User is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket with due on is created in Mojo Helpdesk
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2.
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Mojo Helpdesk
    Create ticket in Mojo Helpdesk
  • Mojo Helpdesk
    Create user in Mojo Helpdesk

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Mojo Helpdesk Integration

Create support tickets, update customer records, manage service requests, and alert your support team, all in just one click.

Most popular automationsmost-popular-automations
Mojo Helpdesk + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Mojo Helpdesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Microsoft Dynamics 365 CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Connect more apps to your Microsoft Dynamics 365 CRM + Mojo Helpdesk flow

Route support data across your messaging, email, project management, and CRM tools the moment tickets or cases update. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Mojo Helpdesk
+
SlackSlack (4)
+
Microsoft OutlookMicrosoft Outlook (3)
+
Jira Software CloudJira Software Cloud (3)
+
HubSpotHubSpot (3)
+
ZoomZoom (3)
+
AsanaAsana (3)
M
M
S
Create a Mojo Helpdesk ticket from every new Microsoft Dynamics 365 CRM case, and notify your support team on Slack.
New Microsoft Dynamics 365 CRM cases instantly generate Mojo Helpdesk tickets while Slack alerts your support channel, so agents never miss an incoming request.
M
M
S
When a Mojo Helpdesk user is created, update the contact in Microsoft Dynamics 365 CRM and post an alert in Slack.
New Mojo Helpdesk users update your Microsoft Dynamics 365 CRM contacts while Slack announces the signup to your team.
M
M
S
When a Microsoft Dynamics 365 CRM contact is created, create a Mojo Helpdesk user and post a welcome note in Slack.
New Microsoft Dynamics 365 CRM contacts become Mojo Helpdesk users automatically with a team notification sent via Slack.
M
M
S
Use ChatGPT to summarise new Microsoft Dynamics 365 CRM cases, create a Mojo Helpdesk ticket, and post the summary in Slack.
ChatGPT generates a clear case summary before creating a Mojo Helpdesk ticket and notifying your team in Slack.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Mojo Helpdesk

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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Member is added to marketing list in Microsoft Dynamics 365 CRM
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Get marketing list members in Microsoft Dynamics 365 CRM
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Get contact by Id in Microsoft Dynamics 365 CRM
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Search marketing list by name in Microsoft Dynamics 365 CRM
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Mojo Helpdesk
Mojo Helpdesk Triggers & Actions
Ticket with scheduled on is created in Mojo Helpdesk
Triggers when a ticket with a scheduled date is created
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Ticket is created in Mojo Helpdesk
Triggers when a new ticket is created
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User is created in Mojo Helpdesk
Triggers when a new user is created
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Ticket with due on is created in Mojo Helpdesk
Triggers when a ticket with a due date is created
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Create ticket in Mojo Helpdesk
Creates a new ticket
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Create user in Mojo Helpdesk
Creates a new user
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What can you automate with Microsoft Dynamics 365 CRM + Mojo Helpdesk?

Streamline your customer support and CRM workflows by connecting Microsoft Dynamics 365 CRM and Mojo Helpdesk for real-time automation.

What you can automate?
🎫
Create support tickets from new CRM cases automatically
Turn every new Microsoft Dynamics 365 CRM case into a Mojo Helpdesk ticket the moment it is logged. Eliminate manual copying and ensure support agents start troubleshooting immediately.
📋
Capture every submitted field and case detail
Map all available Microsoft Dynamics 365 CRM fields into Mojo Helpdesk ticket descriptions instead of just names and emails. Your ticketing system becomes a richer resource for support teams.
🔔
Alert your support team the second tickets arrive
Notify agents on Slack or email as soon as a Mojo Helpdesk ticket is created from a Microsoft Dynamics 365 CRM case. Keep response times fast and accountability clear.
🔀
Route support requests based on submitted priority fields
Send urgent Microsoft Dynamics 365 CRM cases to high-priority Mojo Helpdesk queues while routing standard inquiries to general support. Ensure proper attention for critical clients.
🔄
Keep contact records updated as support data changes
Update Microsoft Dynamics 365 CRM contact records automatically whenever new information is added to a Mojo Helpdesk user profile. Keep your customer database synchronized.
🔍
Search and update records to prevent duplicate entries
Check existing Microsoft Dynamics 365 CRM accounts before creating new tickets or users. Maintain clean databases without redundant customer profiles.
⚙️
Handle ticket closures and status updates in real time
Update Microsoft Dynamics 365 CRM cases whenever Mojo Helpdesk tickets are resolved or closed. Keep sales and support teams aligned on customer status.
🚀
Extend your support workflow to Slack and project tools
Trigger team alerts in Slack or open follow-up tasks in Asana the moment your Microsoft Dynamics 365 CRM case creates a Mojo Helpdesk ticket.
And much more...

Who is Microsoft Dynamics 365 CRM + Mojo Helpdesk integration for?

Connecting Microsoft Dynamics 365 CRM and Mojo Helpdesk helps customer support, sales, and operations teams eliminate manual data entry and resolve tickets faster.

Customer support managers
Customer support managers
Helpdesk support agents
Helpdesk support agents
Account managers
Account managers
Operations leads
Operations leads
Technical support engineers
Technical support engineers
Customer success teams
Customer success teams
📈
Customer support managers
You're reviewing resolution metrics but your helpdesk logs only update when agents manually copy case notes, so the ticket counts you're tracking are always hours behind — with this integration, every new Microsoft Dynamics 365 CRM case generates a Mojo Helpdesk ticket instantly and your reporting stays accurate.
⚡
Helpdesk support agents
You need to act fast on customer inquiries, but you find out about new issues too late because account details live separately in your CRM — with this integration, every new customer record syncs automatically and your response times drop immediately.
🤝
Account managers
You answer to key clients who want to see quick progress on their service requests, but tracking updates across disconnected tools leads to miscommunication — with this integration, every support ticket updates your CRM records in real time and client visibility remains crystal clear.
🔄
Operations leads
The volume of inbound service requests is too high for anyone to keep up by hand, leading to missed follow-ups and frustrated customers — with this integration, every support ticket and CRM case syncs automatically and your team handles high volumes effortlessly.
👥
Technical support engineers
You own the troubleshooting step and depend on sales and support teams to hand over complete case details without missing context — with this integration, every client query flows smoothly between your CRM and helpdesk without manual handoffs.
🗂️
Customer success teams
You need a reliable history of client interactions, but you keep finding gaps in customer files due to disconnected tracking tools — with this integration, every ticket and contact update logs automatically and your customer history stays complete.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Mojo Helpdesk

Build and manage your Microsoft Dynamics 365 CRM + Mojo Helpdesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Mojo Helpdesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Mojo Helpdesk?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Mojo Helpdesk instantly using 1-click workflows or ask Integrately AI to build the automation for you. With 1,500+ integrations available, you can also link Slack, Microsoft Outlook, HubSpot, and other tools.
Can I automatically create Mojo Helpdesk tickets from Microsoft Dynamics 365 CRM cases?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Mojo Helpdesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Mojo Helpdesk?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle case data during automation?
Frequently Asked Questions
Can Mojo Helpdesk trigger updates in Microsoft Dynamics 365 CRM automatically?
Frequently Asked Questions
Do I need coding skills to connect Microsoft Dynamics 365 CRM and Mojo Helpdesk?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Mojo Helpdesk integration free?
Frequently Asked Questions
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