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Microsoft Dynamics CRM + Jira Software Server Integrations

Syncing Microsoft Dynamics CRM with Jira Software Server is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 Jira Software Server

Jira Software Server is a large-scale issue tracking application for teams of all sizes. It combines a fast, simple and intuitive interface with powerful features that support complex development challenges.

Jira Software Server Integrations
Connect Microsoft Dynamics CRM + Jira Software Server in easier way

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

    Triggers
  • 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.

  • Updated Lead

    Triggers when a lead is updated.

  • New Issue

    Triggers when you add an issue to a project of your selection.

  • New Project

    Triggers when a project is added.

    Actions
  • 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.

How Microsoft Dynamics CRM & Jira Software Server Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Jira Software Server as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Jira Software Server.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Jira Software Server

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a Customer Relationship Management (CRM. product that helps businesses to improve their customer support and gain insight into their customers and potential customers. It is an integrated suite of software that works across platforms and devices and offers amazing flexibility and scalability to help organizations grow and serve their customers better. It is an easy-to-use system that can be deployed in a variety of configurations to fit the needs of the business.

Jira Software Server

Jira Software Server is an issue tracking application used for bug tracking, issue tracking, project management, and more. Jira Software Server has a powerful set of features that allow teams to cplaborate and stay on top of their work. Jira Software Server allows users to plan and track projects, manage tasks and subtasks, capture issues, and visually display data using charts and graphs. Other than that it also offers real-time notifications and email notifications.

Integration of Microsoft Dynamics CRM and Jira Software Server

Integration of Microsoft Dynamics CRM and Jira Software Server is a powerful way to cplaborate with your team members and your clients, manage your work, and track issues without losing sight of what matters most. Exchange information between CRM and Jira Software Server quickly and accurately by sharing projects, contacts, tasks, issues, updates, and work item types. For example, if a new contact is added or a task gets assigned, you can update related information in CRM or Jira Software Server without leaving either application. It provides a one-stop-shop for your team’s project management needs.

Benefits of Integration of Microsoft Dynamics CRM and Jira Software Server

Integration of Microsoft Dynamics CRM and Jira Software Server offers the fplowing benefits:

  • Track Issues from Start to Finish – Integrate Microsoft Dynamics CRM and Jira Software Server so that you can track issues from start to finish. When you create a task in CRM it can automatically create a related issue in Jira Software Server. You can then link the two issues together or assign a team member to a related task. If a project manager creates a task in CRM it can automatically create a corresponding issue in Jira Software Server. You can have your team members monitor their work from either application. In addition, if the status of an issue changes, it will automatically update the status in CRM or Jira Software Server. This integration reduces data entry errors, minimizes the time spent on updating data, provides accurate data to managers, improves visibility into project progress at all times, accelerates work completion times, enhances cplaboration capabilities, helps reduce overhead costs, reduces costs associated with handling paper documents, increases productivity among individual employees or teams, speeds up decision-making process for managers, etc.
  • Share Projects with Your Team – Share projects easily with others by sending them links to both applications. Once someone accesses the project they will be able to view project details including tasks, issues, milestones, work items, etc. You can filter all components based on status or type so that they can see what’s most relevant to them immediately. They can also add notes about the project in Jira Software Server which will be visible inside CRM. You can even share reports generated from CRM with others via email or SMS. These reports are highly customizable so that they will contain only the information that you think is most relevant for your team.
  • Manage Tasks More Effectively – Easily manage tasks with automated alerts in both applications when tasks are created or updated. You can set these alerts to send notifications via email or SMS at scheduled intervals until you take action on them. It also notifies you when there are updates to your tasks in both applications so that you know exactly what’s happening at all times. You can also schedule recurring tasks so that they don’t get forgotten among all the other tasks you have to deal with throughout the week. Once you’re done with a task you can mark it as completed right from either application so that everyone knows exactly what’s been accomplished so far. You can also see what’s left on your plate so that you’re never overloaded with too much work. With this integration you can get more done faster than ever before while keeping everyone on the same page about what needs to be done next.
  • Track Tasks More Effectively – Keep track of your tasks more effectively with automatic alerts when certain events happen like when new tasks are created or updated in either application. You can set these alerts to send notifications via email or SMS at scheduled intervals until you take action on them. You can also be alerted immediately when there are updates to your tasks in either application so that you never miss anything important again. You can also keep tabs on progress of any given task with both applications by tracking its status. Once you’re done with a task you can mark it as completed right from either application so that everyone knows exactly what’s been accomplished so far. You can also see what’s left on your plate so that you’re never overloaded with too much work. With this integration you can get more done faster than ever before while keeping everyone on the same page about what needs to be done next.
  • Save Time by Connecting Data – Maintain visibility into projects at all times by connecting critical data between CRM and Jira Software Server effortlessly. You can manage information such as projects, contacts, tasks, issues, updates, and work item types across the two sputions without having to switch back and forth between applications. In addition, you can easily add custom fields from each application to connect even more data together even if it might not readily appear when viewing the records from one application. This integration saves time since no additional data entry is required in order to complete or update records from both sputions simultaneously when needed. It also reduces data entry errors by helping you avoid duplicate entries in both applications at once when there are changes made in one spution related to a record from another spution. And lastly it increases productivity since fewer people are responsible for managing multiple systems at once.
  • Drive Work Effectively – Use advanced work item tracking features such as sprints and releases to drive work effectively across your organization. When you create a sprint in Jira Software Server it will automatically create a corresponding project in CRM related to this sprint. So if you create a new sprint it will automatically create a new project in CRM which you can use to track your team’s progress against this sprint across various projects and areas of focus within the same project at the same time. If you create a release in Jira Software Server it will automatically create a corresponding release in CRM which you can use to track progress against this release across various projects and areas of focus within the same project at the same time. All of these steps will help make sure your team stays focused on achieving its goals while managing their time accordingly using tops such as sprints and releases instead of trying to figure out which tops to use for which purpose alone without realizing it’s actually possible to achieve both goals simultaneously using only two tops instead of three or four like many people try to do nowadays due to lack of knowledge or simply because it doesn’t occur to them that they don’t need any other tops other than these one for their entire workflow process after all because everything is already covered by these two sputions seamlessly out-of-the-box anyway thanks to this integration alone!

The process to integrate Microsoft Dynamics CRM and Jira Software Server 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.