Salesforce - MS Dynamics 365 Integration

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Data Types: Incidents / Cases

Dynamics 365 (Incidents) → Salesforce (Cases)

Salesforce (Cases) → Dynamics 365 (Incidents)

Salesforce Dynamics 365 integration use case

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.

Why ZigiOps?

Why use the ZigiOps connector for your Salesforce Dynamics 365 integration?

Using tools like Dynamics 365 and Salesforce allows Sales and Customer Service departments to have a detailed overview and better control over each step of their integrations with prospects and existing customers. Dealing with each client-related issue the moment it pops up is crucial. Although often present in one tech stack, there’s usually no connection between the two systems. The logical solution to each of the above-mentioned problems lies in establishing a successful Salesforce Dynamics 365 integration (bi-directional one).

ZigiOps is a 100% no-code and secure integration solution that effortlessly makes the Salesforce Dynamics 365 integration in a few clicks. Without external technical help, ZigiOps users can easily connect Salesforce and MS Dynamics 365 and tailor the integration to fit their current needs.  

Extremely flexible and scalable, the ZigiOps no-code integration solution comes with some advanced features that allow mid to large companies to steadily grow and increase their overall productivity.

ZigiOps also supports advanced data mappings and synchronizes all related and custom fields. As an outcome, IT teams obtain full control over the accumulated information.

Upon connecting the desired systems, the ZigiOps integration tool instantly automates important tasks and operations – saving time and eliminating the possibility of errors and misunderstandings.

Additionally, ZigiOps allows easy synchronization and real-time updates between the cooperating teams while they keep working with the tools of their choice. Collaboration on client issues and their resolution is easy and fast. Keeping track of vital customer interactions is done efficiently. In case of a system downtime, ZigiOps’ recovery feature prevents data loss.

Why do Salesforce Dynamics 365 integration?

ZigiOps’ bi-directional Salesforce Dynamics 365 integration seamlessly aligns customer service and sales teams. This boosts the customer experience, elevating it to a point that helps companies retain existing clients and attract new ones. The Salesforce Dynamics 365 integration has a lot of advantages. The biggest one is eliminating the prone of errors in manual work. Transfer of data happens automatically upon establishing the connection between the systems.

If used as an integration solution for the Salesforce Dynamics 365 integration, ZigiOps maintains the up-to-date connection between the two. As a result, designated teams are kept synced at all times and can share information.  

ZigiOps’ Salesforce Dynamics 365 integration allows the decision-makers to base their strategy and actions on accurate data.  

Any challenges that usually accompany the process of acquiring and dissecting accumulated data are eliminated. The sales department and Customer service easily extract what they need and analyze various pieces of data. In this way, crucial insights are easily digested and used to craft winning business strategies. Customers’ and financial information is easily managed and organized.  

Companies that use both Salesforce and MS Dynamics 365 can only benefit from their integration.

ZigiOps can help with that. It only needs a few moments and smooth cross-collaboration between teams and departments will begin. As a result, tasks and operations are done faster than before. The possibility of data silos or bottlenecks will remain in the past.

The ZigiOps connector offers the highest level of security regarding the Salesforce Dynamics integration. The integration solution acts like a bridge between the connected systems, allowing them to freely communicate with each other without storing any of their data. As a result, information confidentiality is at its highest levels.  

Dynamics 365 is a powerful solution for client-oriented companies. It encompasses all capabilities needed for the smooth operation of a company’s units – like the help desk and marketing.  

Salesforce is a well-known CRM solution. Much like Dynamics 365, Salesforce offers its users a variety of advanced modules.

The CRM platform is a respectable choice for mid to large companies, allowing them to centralize and optimize tasks and operations – from HR to Marketing and Sales. The Salesforce platform helps navigate and manage the comprehensive processes of acquiring and maintaining clients.

Common challenges for Salesforce and Dynamics 365 users

Dynamics 365 combines ERP and CRM capabilities in a single platform. The solution encompasses different aspects of the business needs – Marketing, Sales, Finance, Customer Service, Human Resources, and more.

Salesforce is an all-in-one cloud platform. The system consists of various business applications built to help enterprises streamline and automate crucial client-related activities.

Both solutions are often present in the tech stack of companies from various niches. With their help, the service desk and customer service departments orchestrate their activities and optimize workflows.

The absence of a connection between Dynamics 365 and Salesforce almost always serves as a prerequisite for critical misunderstandings between teams, inaccurate data transitions, and various blockages.

The collaboration between the Salesforce and Dynamics 365 teams is accompanied by a manual transfer of information back and forth between them. Errors often occur.As a result, unpleasant communication disturbances and friction take place. Clients’ issue resolutions are slowed down, inevitably affecting the relationship with the business.  

With the Salesforce Dynamics 365 integration in place, enterprises eliminate each of the problems stated above. Data flow happens instantly, enabling smooth communication and cross-team collaboration.  

The possibility of information discrepancies is avoided. The misinterpretation of facts and figures often leads to bottlenecks. On the one hand, the company has unsynchronized and slow departments, and on the other – unsatisfied clients. The confusion over handling customer issues can backfire over time. The consequence is a decrease in leads and sales.

How do we solve them?

The ZigiOps integration platform establishes a safe Salesforce Dynamics 365 integration within minutes. Data starts to flow between departments effortlessly. Operations and tasks are automated within seconds.

Since ZigiOps allows a bi-directional integration between Dynamics 365 and Salesforce, the teams operating the systems are aligned and synchronized. Updates on shared data come in real-time. The ZigiOps connector offers a rich library of pre-defined templates – all customizable and ready to be used for an integration use case.

ZigiOps does not require any prior technical knowledge from its users – making it the perfect tool even for users with no technical background.

ZigiOps’ inbuild advanced file mapping functionalities and pre-defined actions turn it into a scalable business solution.

ZigiOps does not store any of the data that is transferred between the connected systems. That means it is 100% secure.

How beneficial is the Salesforce Dynamics 365 integration?

The bi-directional Salesforce MS Dynamics 365 integration allows companies to enhance the capabilities and overall performance of their customer services and sales teams.

It helps them communicate proactively with current and potential clients, optimize customer management and track financial transactions.

The Salesforce Dynamics 365 integration also enhances the transfer of information between the systems, eliminating the chance of any inconsistency and discrepancy of the information that goes back and forth.

Client-related issues are dealt with instantly. Updates in real-time keep both teams and customers informed on their resolution progress.

Final thoughts on the Salesforce Dynamics 365 integration

With ZigiOps’ Salesforce Dynamics 365 integration, data discrepancies and silos are eluded. ZigiOps’ flexibility, scalability, and high level of customization allow enterprises to automate their IT operations and workflows instantly. In less than 15 minutes, organizations have fully functional and 100% secure bi-directional connections.  

The integration platform eliminated the need for additional coding or help. Worries about missing or inaccurate data are eliminated. The integration allows them to monitor their interactions with clients more closely and answer their needs promptly. Systems sync upon connecting.

• Poll Azure for new tasks every for 60 seconds
• Transform Azure tasks to Jira tasks based on the mapping
• Create new Jira task in ZigiOps

• Poll Jira tasks every 60 seconds
• Transform Jira task updates to the Azure task based on the mapping
• Update the corresponding Azure task based on the mapping
• Add comment to the Azure task for the new comment of the Jira task if any

• Poll Azure for changes on task item every 60 seconds
• Transform Azure task updates to the Jira task based on the mapping
• Update the corresponding Jira task based on the mapping
• Add Comment to the Jira task for the new comment of the Azure task if any

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