ServiceNow Dynamics 365 Integration

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Data Types: Incidents

ServiceNow (Incidents) → Dynamics 365 (Incidents)

Dynamics 365 (Incidents) → ServiceNow (Incidents)

Dynamics 365 ServiceNow integration

Your company uses both ServiceNow and MS Dynamics 365. Establishing the ServiceNow Dynamics 365 integration makes it possible for different teams to collaborate much easier and share information.

The most common use case regarding the Dynamics 365 integration with ServiceNow is to transfer and sync incidents.

A new incident shows up in the ServiceNow instance. After investigating it, the team concludes it needs to be transferred to Dynamics 365 for the other team to handle it. The ZigiOps integration platform immediately detects this incident and creates a case in the Dynamics 365 instance. ZigiOps’s highly advanced data filtering functionality guarantees that only preferred incidents from ServiceNow will be collected and logged in Dynamics 365 as a case with all its details. ZigiOps gives users granular control over the field mapping conditions, thus defying what information the integration connector will collect and log into the MS Dynamics 365 instance.

When there is an update on the ServiceNow incident, the ZigiOps connector detects that and updates the MS Dynamics 365 incident accordingly. After the IT team closes the ServiceNow incident, the incident in Dynamics 365 also closes automatically.

The ZigiOps no-code platform offers its users advanced correlation functionalities. They can easily be altered to fit different integration needs and synchronize changes.

The ZigiOps ServiceNow Dynamics 365 integration allows the timely remediation of client-related incidents. Team members from both teams (ServiceNow and Dynamics 365) work in alignment in real time and solve problems instantly. As a result, the CSATs increase drastically.

Why ZigiOps?

ServiceNow and Dynamics 365 are often present in the IT ecosystems of mid to large enterprises. Both software tools allow companies to accumulate and analyze consistent and coherent client-related data. As a result, client issues and needs are met on time. Various customer service requests are processed, and workflows are automated. Processes are optimized, and the overall performance of the teams increases drastically. By choosing ZigiOps as a solution for their ServiceNow Dynamics 365 integration, businesses allow their departments to use the tools of their choice.

If you are using both systems, the ServiceNow Dynamics 365 integration is crucial. That allows seamless data exchange between the connected systems (ServiceNow and Dynamics 365) resulting in faster issue remediation, better requests collaboration, and customer service.

What differentiates ZigiOps from the rest of the integration solutions available on the market is that it’s fully no-code and 100% secure. It’s easily customizable, which makes it the perfect solution for companies that want to scale and grow. It is flexible and effortlessly handles a large amount of accumulated data, distributing it back and forth between the systems.

Correlations and mappings are adjustable at each step of the ZigiOps ServiceNow Dynamics 365 integration. The bi-directional ZigiOps ServiceNow Dynamics 365 integration also means that updates on either of the connected sides show up in the other in real-time. Pressure is lifted from the IT teams because everything is automated. They can focus on faster incident resolution and better relationships with customers.

ZigiOps’ advanced customization capabilities make it a suitable solution for companies that aim to scale and grow. The connector allows its users either to use the pre-built ServiceNow Dynamics 365 integration template or to set up their own from scratch.

With ZigiOps, both help desk and sales teams collaborate effortlessly on critical operations and tasks. The tool helps IT teams get full visibility over critical business tasks and allows them to follow their progress over time. As a result, roadblocks are easily overcome, and information is easily shared between them.

Why do ServiceNow Dynamics 365 integration?

The ServiceNow Dynamics 365 integration has a lot of advantages. The essence of the integration is to provide the perfect environment for customer service and IT teams to work as one and collaborate in the best possible way. ZigiOps’ smart automation allows for boosting customer satisfaction and resolving issues faster. Errors or data discrepancies don’t happen, resulting in higher client satisfaction and loyalty.

Important business processes and tasks sync between the ServiceNow and MS Dynamics 365 teams. The aggregated data is easily shared between them and used for deriving useful insights. Because of this, the company’s productivity ramps up, and resources are saved.

The ServiceNow Dynamics 365 integration is a perfect solution for customer-centric businesses. When executed right, both teams align and collaborate, overcoming data silos. Incoming client issues get instant attention and timely resolution. Important workflows and repetitive tasks are streamlined, allowing IT departments to focus on more important activities – providing the best customer service.

Efficiency and teams’ productivity increases. Costs and resources are saved.

Common challenges for Dynamics 365 and ServiceNow users

MS Dynamics 365 is a popular CRM solution. Businesses rely on it to orchestrate their customer-centered policy and provide the best possible experience to their clients. ServiceNow is a comprehensive all-in-one ITSM tool with multiple functionalities that ease the processes of organizations. The ServiceNow platform enables IT teams to track, analyze and resolve client issues adequately.

Because of their capabilities, the two systems are often deeply embedded into the backbone of the enterprises’ IT infrastructures. Ideally, they empower IT departments to speed up their start-to-end incident resolution processes. But that is when ServiceNow and Dynamics 365′ systems “communicate” with each other – achieved by integrating them.

In many scenarios, however, the two are not connected. As a result, there is manual data transfer going on between them, and the systems can accumulate a large amount of faulty data. The inability to share resources or track progress on important IT teams’ activities also occurs. Data leaks become an inevitable part of daily operational chores.

To cope with this, companies must consider integrating Dynamics 365 and ServiceNow. By establishing a ServiceNow Dynamics 365 integration, companies ensure they use consistent and coherent information.

How do we solve them?

The ZigiOps integration platform creates a ServiceNow Dynamics 365 integration in under 15 minutes. The tool does not need additional coding. Easy to install and operate with, the ZigiOps connector effortlessly establishes a stable and secure ServiceNow Dynamics 365 integration bi-directionally.

A list of pre-built integration templates helps ZigiOps users set up their integration in minutes.

ZigiOps’ advanced field mapping and retry mechanism ensures control over the accumulated and distributed data. Valuable insights are accessible, enabling smooth collaboration between the customer service and IT operations teams. Data silos are eliminated, and productivity boosts rapidly.

ZigiOps’ automation replaces the manual work.

How beneficial is the ServiceNow Dynamics 365 integration?

ZigiOps ServiceNow Dynamics 365 integration allows teams to work together in alignment, without switching between different tools. They can exchange important data in real-time, and easily collaborate without transferring information manually to multiple systems.

To retain and attract new clients, companies must deal with customer issues as soon as they appear. This calls for perfect synchronization not only between the systems but between the departments themselves.

Exchanging data must happen instantly and without deviations.

The initial data flow between them should be seamless. With a ServiceNow Dynamics 365 integration, this is achievable. The proper integration solution will filter only the necessary information and will automatically log it to the other system in real-time.

For example, a customer problem is logged into ServiceNow. The service desk team looks at the problem. It appears that it needs to be resolved by the MS Dynamics 365 team.

The ServiceNow Dynamics 365 integration helps with that. No need to open MS Dynamics 365 and log the issue there.

Both IT teams (ServiceNow and Dynamics 365) align their work and focus on important tasks. Client issues are automatically handled and resolved. As a result, customer management happens smoothly and without disruption.

Concluding thoughts on the ServiceNow Dynamics 365 integration

The ZigiOps ServiceNow Dynamics 365 integration helps set up specific data dependencies and remediate problems. Flexible and scalable, ZigiOps easily fits these requirements. No additional coding needed or external help from a developer. Systems are synced instantly upon connecting them.

• 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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