PatronwellThe requester's Dynamics 365 contact, account, opportunities and activity on every ticket.

Dynamics 365 accounts, contacts and open opportunities next to the ticket, with a guided setup that takes minutes. Patronwell finds the requester's Dynamics 365 contact by every email address on their Zendesk profile and shows their account, open opportunities with value, close date and sales stage, recent phone calls, emails, meetings, tasks and notes, and cases if you use Dynamics 365 Customer Service. Agents you allow can create the contact, add a note, or log a phone call or task, each confirmed first and recorded on the ticket as an internal note.

Patronwell is built by Great Work LLC. It is not made, endorsed or sponsored by Zendesk or Microsoft. Microsoft, Dynamics 365, Dataverse and Microsoft Entra are trademarks of the Microsoft group of companies.

What you get