CRM
The rest of the named CRMs
Plus adapters, version lists that age, the SDK, and Salesforce inside the IVR.
CRM integrations ยท practice ยท 12 min full read
Dynamics 365, Zendesk, Oracle, NetSuite, and Epic are in the same Plus adapter list as Salesforce and ServiceNow. The PDF does not give this lab a package number for each of them. Absence of a number here is not absence of an adapter.
- Give each CRM its own chapter
- Do not reuse another product's version
Treat each one as its own guide chapter. A Zendesk pop that fails is not fixed by a Salesforce package upgrade.
Do not share a package number across CRMs.
Separate the chapters
Write the guide you would open for Epic and for Zendesk.
- Epic chapter
- Zendesk chapter
- Not the Salesforce package
Two chapters.
- Epic listed? Yes.
- Salesforce package fixes Zendesk? No.
- NetSuite package in this lab? Not stated.
- IE exception scope? Oracle Service Cloud only.
- Technical requirements PDF. vendor. last checked 2026-10. Fetched for this lab in October 2026. Re-read before you buy hardware or open a firewall.
- Web adapter requirements. vendor. last checked 2026-10.
Glossary. Agent Desktop Plus: The single agent screen. Same underlying technology as the prebuilt CRM adapters, per the desktop page. Agent Desktop
Sister technologies. Studio digital IVA. A ChatBot task key from the matching regional Studio portal into VCC. Studio digital IVA with VCC
Config. Write the guide you would open for Epic and for Zendesk.
Troubleshooting. The pop broke and the notes never mentioned NetSuite. Use the NetSuite guide.
Cross-platform bridge. A mapping to another PBX or contact center is a teaching bridge. It is not an import button.
Future hook. The guide's cloud endpoint stays unset. Confirm before relying on a dated catalog or a case-study number.