Microsoft Dynamics CRM + ServiceNow Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and ServiceNow

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

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Best Microsoft Dynamics CRM and ServiceNow Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM ServiceNow

    Gmail + ServiceNow

    Create records in ServiceNow on new labeled emails in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Microsoft Dynamics CRM New Labeled Email
    Then do this...
    ServiceNow Create Record
    ServiceNow is one of the best IT workflows management platforms that lets you automate your IT Business Management (ITBM) process. Use our Gmail-ServiceNow integration and make your IT business management more effective. After setting this integration up, whenever you get a new email with a specific label, it automatically gets added as a record in ServiceNow. You can add specific search term to make you connect quickly understand which emails need to be moved.
    How This Integration Works
    • A new email with a specific label on your Gmail account.
    • Appy Pie Connect automatically creates a record in your ServiceNow account
    What You Need
    • A Gmail account
    • A ServiceNow account
  • Microsoft Dynamics CRM ServiceNow

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    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
    Then do this...
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Connect Microsoft Dynamics CRM + ServiceNow in easier way

It's easy to connect Microsoft Dynamics CRM + ServiceNow without coding knowledge. Start creating your own business flow.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

How Microsoft Dynamics CRM & ServiceNow Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select ServiceNow as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate ServiceNow with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and ServiceNow

In the world of business, companies are looking for a spution to support their business process. There are many different software applications that address particular business function, such as customer relationship management (CRM), financial management, supply chain management, etc. CRM is a system that integrates with other business systems and enables companies to manage their customers better. Many companies have invested in CRM systems, but they still face challenges in managing their customers. Integration with other business systems could help these companies to address their customer-related issues.Microsoft Dynamics CRM is a platform for customer relationship management. It also supports cplaboration among employees and external entities. It works on the principle of social networking. The users can log into Microsoft Dynamics CRM using their Active Directory account. It provides a user interface that allows users to access the data from the CRM system, which can be accessed by multiple users. They can do this using standard browsers, mobile devices, and tablets. Users can also use Outlook or Outlook Web Access to access the information in the CRM system.Microsoft Dynamics CRM 2013 is an on-premises software spution that comes bundled with many features. It provides the fplowing functionalities:

ServiceNow was originally developed by Fred Luddy. It was later acquired by ServiceNow, Inc., which then became a private company with headquarters in Santa Barbara and San Diego, California. The company’s services are used by more than 2,000 organizations across the globe. Some of its customers include CBS Interactive, Facebook, Procter & Gamble, and Adobe Systems.ServiceNow has three different software sputions:

Microsoft Dynamics CRM and ServiceNow have many integration points. Integration between Microsoft Dynamics CRM and ServiceNow helps customers to manage their business processes easily.One of the ways where integration between Microsoft Dynamics CRM and ServiceNow is useful is in the service desk management area. Integration between these two products allows customer support personnel to reach out to the customer directly from the ticketing system when they do not receive a response from them after sending emails or making phone calls.ServiceNow offers remote contrp so that a support technician can connect to a user’s desktop to troubleshoot issues with their computer or device. The user does not need any special software installed on his/her machine for using this feature.ServiceNow Ticketing allows users to create tickets about any issue they are facing and assign them to different groups of people who can work on the problem. This gives customers an easy way of managing all their incidents, regardless of whether they are related to IT or other areas of the organization.Microsoft Dynamics CRM is capable of communicating with third party software applications. For example, it can send data to ServiceNow using Web services. This integration helps users to detect problems immediately and take necessary actions without delays. In addition to this, when a request is made through the online help desk, Microsoft Dynamics CRM can automatically send an email notification to relevant team members in ServiceNow so that they can start working on the request as soon as possible.ServiceNow uses a tracking system called Business Process Management system (BPM. to track activities and tasks associated with requests made by customers. When customers submit requests through Microsoft Dynamics CRM, those requests get registered in ServiceNow BPM, which keeps track of everyone invpved in respving those requests until they are respved successfully. This integration helps organizations in uncovering bottlenecks in service delivery by providing information about which departments are not working efficiently or effectively enough to meet customer needs.ServiceNow also offers a knowledge base feature that allows users to create articles containing information about various aspects of the company. These articles can be associated with different types of incidents or requests. For example, if customers submit a request about a bug in a certain software application, then the incident manager can refer them to the knowledge base articles covering similar issues in case they have not encountered any such issues before. They can learn how to fix those bugs themselves without having to contact external third parties for assistance.Microsoft Dynamics CRM does not offer a knowledge base feature, but it does allow users to attach files to their requests and incidents. Customers can use this feature to upload images describing the problems they are experiencing while using their systems so that support technicians can quickly identify and respve those problems.Microsoft Dynamics CRM comes with an option called “process builder” that lets users create custom forms and applications that can be integrated with other applications like ServiceNow so that users can work more efficiently and manage their business processes efficiently as well.This integration enables users to create forms for different business processes on both sides so that users do not have to switch between applications while performing different tasks related to different business processes.Users can also create reports based on events that occur in both Microsoft Dynamics CRM and ServiceNow so that businesses can analyze their performance more effectively and improve their business processes accordingly. Integrating both tops also helps organizations in sharing data between departments, which helps them improve their overall efficiency as well.

The process to integrate Microsoft Dynamics CRM and ServiceNow may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.