Microsoft Dynamics 365

Integrate Dynamics 365 with the rest of your systems. Collect and analyze data easier, resolve issues faster, and enhance the customer service experience.

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Challenges for Microsoft Dynamics 365 users

Microsoft Dynamics (MS Dynamics 365 or Dynamics 365) is a cloud-based IT solution. A smart combination of CRM and ERP, MS Dynamics allows customer-centered businesses to easily connect to prospects and convert them into clients.

Modern-day companies do not rely solely on a single tool to cope with their internal tasks and operations, especially when it comes to directly managing relationships with customers. That calls for combining various tools. The lack of communication between the used systems and back-and-forth manual data transfer leads to critical misunderstandings in the communication between their managing teams. That leads to data leakages and bottlenecks that affect end-users.

How do we solve them?

A flexible solution like ZigiOps allows seamless bi-directional Dynamics 365 integrations with other popular systems like ServiceNow, Jira, BMC Remedy, and others.

As a fully no-code integration platform, ZigiOps does not require any prior technical knowledge of its users. A list of pre-built templates waiting to be used helps ZigiOps users speed up their integrations. The option of tailoring an integration from scratch is also available.

Popular Use Cases

With Dynamics 365 - Jira integration, critical client-related incidents are timely resolved. DevOps and Customer Service teams work in synchronization and alignment to provide the best possible customer experience.

With the Dynamics 365 Jira integration, critical client-related incidents are timely resolved. DevOps and Customer Service teams work in synchronization and alignment to provide the best possible customer experience. ZigiOps allows instant automation and transfer of crucial business data without the need of additional applications or waste of resources. Data distribution happens smoothly. Bottlenecks or misunderstandings do not occur.

Here is one of the most common Dynamics 365 Jira integration use case scenarios that can easily be solved by ZigiOps.

Our Dynamics 365 instance detects the presence of a new incident. The system notifies the customer service desk about it. After checking it, the team concludes that it needs to be logged into Jira so the DevOps team can handle it.

By using ZigiOps as an integration solution, the Dynamics 365 team does not need to log the incident in Jira manually. It happens automatically. The bi-directional Dynamics 365 Jira integration guarantees smooth collaboration between the two departments. They work in alignment. The incident is resolved fast, ensuring a high level of satisfaction on the end-client side. The incident itself (along with its corresponding details, such as comments and attachments) is easily updated. And the data is immediately accessible by the two responsible teams.

Salesforce - MS Dynamics 365 Integration

A potential Salesforce Dynamics 365 integration guarantees smooth communication between the teams using them as well as their synchronization at any given time. Data accuracy is at its highest level, along with customer service. Entering data to-and-fro between Salesforce and Dynamics 365 takes a lot of resources and is usually accompanied by unnecessary duplication and inconsistency in the accumulated data. Customer service and sales teams align and work in synchronization when dealing with leads, accounts, and finances.

With a Salesforce Dynamics 365 integration, it all happens seamlessly. Any customer-related issues are resolved almost immediately.

One of the most popular Salesforce Dynamics 365 integration use-case scenarios revolves around client-related incidents.

Our Dynamics 365 team tracks a newly-logged client incident in their queue. Acting fast (finding the root cause and resolving it) is critical. Upon checking it, the customer service teams conclude that it deserves the attention of the sales team. That's why it must be logged into the Salesforce system. Normally, this activity is done manually.

The ZigiOps connector, however, automates this - speeding up the remediation process.

ZigiOps fetches the newly-created incident (along with its details) and logs it into Salesforce as a case. Salesforce immediately notifies the corresponding team about that, and work can begin right away.

ZigiOps's bi-directional Salesforce Dynamics 365 integration ensures that both teams will sync and be up to date at each step of the incident remediation. When the Salesforce team finishes their work and closes the case as resolved, ZigiOps will instantly notify the Dynamics 365 team. End-users also receive a notification with the status of their issue.

ServiceNow Dynamics 365 Integration

A ServiceNow Dynamics 365 integration establishes a stable and secure connection between different teams. The synchronization between the two systems enables the seamless transfer of data and insights. Faulty data and miscommunication are eradicated. The ServiceNow Dynamics 365 integration ensures the best possible customer service and elevates the customer relationship.

Here is one of the most common scenarios when а ServiceNow Dynamics 365 integration is the best solution.

The company's teams work with tools of their own choice - Dynamics 365 and ServiceNow. A new incident pops up in the ServiceNow queue and needs a thorough inspection. Upon doing so, the service desk team concludes that it calls for the assistance of the Dynamics 365 team. Without a ServiceNow Dynamics 365 integration in place, the incident's transition from ServiceNow to Dynamics 365 happens manually. Errors and delays often may occur.

With ZigiOps' help as an integration solution, the incident automatically goes into the Dynamics 365 instance. There, the team starts working on its remediation. Then, thanks to the ZigiOps ServiceNow Dynamics 365 integration (bi-directional one), the ServiceNow team is updated about the incident resolution. There is no fuss and delays. Bottlenecks and possible data silos are eliminated.

MS Dynamics 365 Jira integration

With Dynamics 365 - Jira integration, critical client-related incidents are timely resolved. DevOps and Customer Service teams work in synchronization and alignment to provide the best possible customer experience.

With the Dynamics 365 Jira integration, critical client-related incidents are timely resolved. DevOps and Customer Service teams work in synchronization and alignment to provide the best possible customer experience. ZigiOps allows instant automation and transfer of crucial business data without the need of additional applications or waste of resources. Data distribution happens smoothly. Bottlenecks or misunderstandings do not occur.

Here is one of the most common Dynamics 365 Jira integration use case scenarios that can easily be solved by ZigiOps.

Our Dynamics 365 instance detects the presence of a new incident. The system notifies the customer service desk about it. After checking it, the team concludes that it needs to be logged into Jira so the DevOps team can handle it.

By using ZigiOps as an integration solution, the Dynamics 365 team does not need to log the incident in Jira manually. It happens automatically. The bi-directional Dynamics 365 Jira integration guarantees smooth collaboration between the two departments. They work in alignment. The incident is resolved fast, ensuring a high level of satisfaction on the end-client side. The incident itself (along with its corresponding details, such as comments and attachments) is easily updated. And the data is immediately accessible by the two responsible teams.

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