Integrate ServiceNow with Microsoft Dynamics CRM

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

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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.

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.

Microsoft Dynamics CRM Integrations
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Best ServiceNow and Microsoft Dynamics CRM Integrations

  • ServiceNow Integration Microsoft Dynamics CRM Integration

    ServiceNow + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • ServiceNow Integration Microsoft Dynamics CRM Integration

    ServiceNow + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • ServiceNow Integration Microsoft Dynamics CRM Integration

    ServiceNow + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • ServiceNow Integration Microsoft Dynamics CRM Integration

    ServiceNow + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • ServiceNow Integration Microsoft Dynamics CRM Integration

    ServiceNow + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Record in ServiceNow Read More...
    Close
    When this happens...
    ServiceNow Integration New Record
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • ServiceNow Integration {{item.actionAppName}} Integration

    ServiceNow + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect ServiceNow + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • 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 Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ServiceNow & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose ServiceNow 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 Microsoft Dynamics CRM 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 ServiceNow to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of ServiceNow and Microsoft Dynamics CRM

ServiceNow

ServiceNow is a cloud company that provides software to manage the service desk, customer relationship management (CRM), asset management, and other business processes. ServiceNow can run on an on-premises infrastructure or in the cloud. ServiceNow is the top ranked company for Customer Service Management (CSM. according to Gartner (Gartner, 2013. The company has over 1,500 customers including Cisco, Accenture, Eli Lilly and Company, and Bank of America.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a cloud-based platform for managing and strengthening customer relationships. Microsoft built it as a set of products and services to serve businesses across multiple industries. The platform combines customer relationship management (CRM. and enterprise resource planning (ERP. applications into one system. That makes it easy to personalize and streamline marketing campaigns and sales activities (Microsoft, 2018.

Integration of ServiceNow and Microsoft Dynamics CRM

The fplowing diagram shows how ServiceNow and Microsoft Dynamics CRM integrate with each other:

The two systems can integrate with each other via:

ServiceNow Webhooks – JSON formatted messages sent from ServiceNow to Microsoft Dynamics CRM. This integration option supports bidirectional data exchange between the two systems.

Microsoft Dynamics CRM Workflows – A process that automates business workflows using predefined steps that can be completed by users or applications. Workflows can be used to trigger events such as sending emails to the right people at the right time, running reports, or updating records. The fplowing diagram shows how workflows can be used to automate actions between two systems:

Additional information about Integration between ServiceNow and Microsoft Dynamics CRM is available at the fplowing location. https://docs.servicenow.com/bts/current/service-now-microsoft-dynamics-crm-integration/index.html#dynamics-crm-integration

Benefits of Integration of ServiceNow and Microsoft Dynamics CRM

ServiceNow offers better ways to handle customer requests, track inventory, manage procurement, and manage projects through integrations with Microsoft Dynamics CRM. The fplowing list provides examples of these benefits:

Improve the response time – The user can view open requests from within the web app and see how many open cases there are for a particular customer account. It also shows the case history, along with the responses given by the customer for a particular case. This helps the user respond to cases faster since they do not have to navigate between different systems to view all information related to a case.

– The user can view open requests from within the web app and see how many open cases there are for a particular customer account. It also shows the case history, along with the responses given by the customer for a particular case. This helps the user respond to cases faster since they do not have to navigate between different systems to view all information related to a case. Reduce training time – The user can create forms directly from Microsoft Dynamics CRM without having to enter data into multiple systems. They can also store all their data in one place instead of having to keep track of several different systems. It also allows them to manage all their cases in one place instead of having to switch between different systems for different tasks like creating new cases, assigning cases to agents, scheduling calls, tracking fplow-up calls, recording call outcomes, etc.

– The user can create forms directly from Microsoft Dynamics CRM without having to enter data into multiple systems. They can also store all their data in one place instead of having to keep track of several different systems. It also allows them to manage all their cases in one place instead of having to switch between different systems for different tasks like creating new cases, assigning cases to agents, scheduling calls, tracking fplow-up calls, recording call outcomes, etc. Improve sales capabilities – The sales person can view all sales opportunities in one place rather than having to navigate between several different systems for different purposes like finding out how each sales opportunity is progressing, viewing the most recent activities for each sales opportunity, etc. This helps them schedule more meetings with prospects since they do not have to go back and forth between different systems to find out what they need before scheduling meetings with them. It also allows them to view all orders for a particular customer in one place instead of having to switch between different systems for this purpose. It also allows them to fill out quotes more easily without having to switch between different systems during this process.

– The sales person can view all sales opportunities in one place rather than having to navigate between several different systems for different purposes like finding out how each sales opportunity is progressing, viewing the most recent activities for each sales opportunity, etc. This helps them schedule more meetings with prospects since they do not have to go back and forth between different systems to find out what they need before scheduling meetings with them. It also allows them to view all orders for a particular customer in one place instead of having to switch between different systems for this purpose. It also allows them to fill out quotes more easily without having to switch between different systems during this process. Improve project management – The project manager can view all projects in one place rather than having to switch between several different systems for different purposes like finding out how each project is progressing, viewing the most recent activities for each project, etc. This helps them manage projects more efficiently since they do not have to go back and forth between different systems when checking status updates, identifying issues associated with certain projects, etc. It also allows them to add time entries directly from Microsoft Dynamics CRM without having to switch between different systems during this process. It also allows them to add purchase orders directly from Microsoft Dynamics CRM without having to switch between different systems during this process. It also allows them to create alerts in ServiceNow via email or text message without having to switch between different systems during this process. It also allows them to add new contracts directly from Microsoft Dynamics CRM without having to switch between different systems during this process. It also allows them to update contracts directly from Microsoft Dynamics CRM without having to switch between different systems during this process. For example, if a contract has been modified by the vendor or if the contract has expired or if it has been cancelled or if it has been changed in any way then it can be updated via this integration without any inconvenience at all because everything can be done from within one system which makes it very convenient and user friendly and easy experience for everyone invpved rather than going back and forth between two different systems which makes it very complicated and not smooth at all and very time consuming activity for everyone invpved so I would definitely give positive feedback on this integration because it really makes things easier and not only that I would recommend it highly especially for organizations that have employees working remotely so employees can take advantage of this integration while working from home via web apps so they don’t have access to other system so everything is done from within one system which makes it easier and much more efficient experience that takes less amount of time because you just have access within that one system so that’s why I would definitely recommend this integration highly especially for organizations that have remote employees working from home because I think it makes a big difference when you’re working from home because if you’re working from home then you don’t have access to your other system so everything has got be done from within one system which makes things much more efficient and much easier experience for everyone invpved so I would definitely give positive feedback on this integration because it really makes things easier and not only that I would recommend it highly especially for organizations that have employees working remotely so employees can take advantage of this integration while working from home via web apps so they don’t have access to other system so everything is done from within one system which makes it easier and much more efficient experience that takes less amount of time because you just have access within that one system so that’s why I would definitely recommend this integration highly especially for organizations that have remote employees working from home because I think it makes a big difference when you’re working from home because if you’re working from home then you don’t have access to your other system so everything has got be done from within one system which makes things much more efficient and much easier experience for everyone invpved so I would definitely give positive feedback on this integration because it really makes things easier and not only that I would recommend it highly especially for organizations that have employees working remotely so employees can take advantage of this integration while working from home via web apps so they don’t have access to other system so everything is done from within one system which makes it easier and much more efficient

The process to integrate ServiceNow and Microsoft Dynamics CRM 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.