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Microsoft Dynamics 365 Integration and Automation

Easily Meet Customer Expectations by Integrating Microsoft Dynamics 365 with Your Jira Stack

Plum CRM’s integration for Microsoft Dynamics 365 enables a two-way flow of information between tools, giving your teams visibility into customer needs.

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Microsoft Dynamics 365Integration and Automation

Software development and delivery depends on the synchronization of people, processes, and tools and the key to customer success is delivery high-quality products at speed. This calls for improved collaboration, visibility and traceability into customer data and a seamless uninterrupted flow of information. And to eliminate manual efforts by connecting people and tools and automating processes.

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Improve collaboration and customer satisfaction score

Seamless Data Sharing and Visibility

Facilitate smooth communication by getting complete view of customer issues and priorities. Provide enhanced data visibility, allowing you to gain insights into your business operations and make better-informed decisions.

Streamlined Feedback Collection

Enable uninterrupted flow of information between teams by sharing gathered customer feedback with development teams for informed decision-making.

Customize your workflows and improve productivity

Integration and Adaptability

Enjoy a highly configurable solution that eliminates manual efforts and enables synchronization of custom objects between tools, providing adaptability to evolving business requirements and enhancing overall operational efficiency.

Improve productivity and issue resolution time

Get complete visibility into requirements, status updates, change requests and new feature requests, enabling teams to deliver faster and improve customer satisfaction.

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Automate yourMicrosoft Dynamics 365-Jira workflows for improved customer experience

Plum CRM’s integration suite connects Microsoft Dynamics 365 and Jira bi-directionally. It ensures that all data is available to each user, in that user’s preferred system, with full context, in real-time. The cases between Jira and Microsoft Dynamics 365 synchronize and all workitems, such as defects along with comments and attachments, synchronize to both systems in real time. Users can also control which values and fields are displayed in Microsoft Dynamics CRM and Jira.

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Three easy steps to connect Microsoft Dynamics 365 and Jira

Step 1: Configure Microsoft Dynamics 365 and Jira systems through Plum CRM

Step 2: Configure the mapping - select the project and entities, map the fields of the selected entities

Step 3: Configure and activate the integration

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Challenges

Cumbersome Manual follow-ups like emails and spreadsheets
Ineffective collaboration, longer response time, unmet SLAs, delay in ticket resolution
Lack of ticket status updates Lack of visibility into change requests

Solution

Microsoft Dynamics 365-Jira Integration with Plum CRM

Outcome

Enhanced Collaboration Informed decisions on defects Real-time status updates on tickets Effective ticket resolution