How Tos

How to do specific tasks in Desk365

Updates & News

Release notes and product updates

Getting Started

Setup guides that help you get started.

How To: Use Desk365’s Power Automate Connector

We are excited to announce that Desk365 has launched a Power Automate Connector, which is now live and available for use. With Desk365’s Power Automate Connector, you can easily create cloud flows and establish automated workflows that connect Desk365 with other business applications, such as Microsoft Teams, Power BI, SharePoint,

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How To: Add Custom Ticket Types in Desk365 In today’s fast-paced business environment, customer support is a critical aspect of building customer loyalty and growing revenue. The ability to promptly and accurately respond to customer issues can set a company apart from its competitors. At Desk365, we’re introducing a new feature that allows support teams to add

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How To: Create Contacts with Multiple Emails

Managing customer contacts is an essential part of any helpdesk system. A helpdesk usually has multiple channels for customers to reach out to, such as Email, Phone, Microsoft Teams, Support Portal, Web Forms, and more. For instance, in your organization, it is possible that some users have an email address

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Configuring Automation Rules for ‘Time Based Triggers’ Setting up automation rules can help improve efficiency, reduce workload, and enhance customer experience. Desk365 has introduced automation rules that work on time based triggers, an exciting feature that is set to change the way businesses handle their customer support requests. In this article, we’ll take a closer look

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How To: Change due date of tickets in Desk365 In any organization, delivering high-quality customer service is of utmost importance. The key to providing such a service is to ensure that customer enquiries and support tickets are handled efficiently, quickly, and within the designated time frame. One of the most critical aspects of managing customer support tickets is

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How To: Create and Use Canned Responses in Desk365 In today’s business landscape where every second counts, efficiency is key. As a modern helpdesk solution, Desk365 understands the importance of streamlining communication and improving response times. Support agents often face repetitive questions, despite the existence of a comprehensive knowledge base. Addressing these recurrent enquiries can be time-consuming, taking

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How To: Configure Automation Rules in Desk365

Automation rules in Desk365 help you define a workflow with a predefined set of actions that have to occur during Ticket Creation as well as during Ticket Updates. These actions can be triggered based on specific ticket or account properties and updates that happen to them. With the ability to

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A Beginner’s Guide to Microsoft Power Automate (2023)

In today’s fast-paced and technology-driven world, it’s crucial to be as efficient as possible to keep up with the demands of work and life. Microsoft Power Automate, previously known as Microsoft Flow, is a powerful cloud-based service that provides a solution for automating repetitive and time-consuming tasks, streamlining workflows, improving

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Using Original Contact as Ticket Requester in Teams

Desk365 streamlines conversational ticketing for Microsoft Teams, making it effortless for support agents to create tickets from incoming messages using the Desk365 Teams Support Bot. Previously, if an agent created a ticket from Teams Chat and Public Channels on behalf of another user, the ticket would be created but it

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