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Dynamics CRM: A Great Fit for HelpDesk Functionality

Post Author: Joe D365 |

Here at PowerObjects, we know that Dynamics CRM is a great fit for just about any department in any business. But did you know that Dynamics CRM is also an awesome fit for a HelpDesk system? In fact, it can do more than many purchased third party HelpDesk systems.

How do we know we can do this? We custom-developed a HelpDesk solution ourselves at PowerObjects. Our support team uses this solution to track issues, assets, and escalations. We have also developed custom HelpDesk solutions for our customers. It's a great fit for us, and it may just be a great fit for you!

Here are some of the elements of a customized HelpDesk solution by PowerObjects: (All items listed are optional--you may just need parts of it, and that's OK!)

  • Asset tracking and management (including an image drag and drop)

CRM 2011 HelpDesk Solution

  • Escalation workflows
  • Ticket and issue tracking
  • Tracking of IP addresses
  • Automatically synchronize with various sources
  • Synchronize with Active Directory

CRM 2011 HelpDesk Solution

  • Automatically send end-users surveys to ensure satisfaction
  • Communication workflows: send e-mail updates automatically
  • Track server performance
  • Automatically assign cases to appropriate users based on types
  • Portal opportunities to allow non-CRM users to submit issues

And the best part of it is the automation and synchronization capabilities. Here's what the HelpDesk synchronization architecture looks like for PowerObjects internal use:

Wondering how your company can use Dynamics CRM for a HelpDesk solution? We're happy to help. Contact PowerObjects today about developing a solution for your organization.

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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