Your customers are super important, and to give them the best experience, you have to make sure that their issues are addressed quickly. When you receive an update from the customer on your Dynamics CRM, you need to create an incident on ServiceNow to solve the customer issue. Further, you have to communicate with the respective team to handle the issue.

The time it takes to manually perform this operation can be spent elsewhere more wisely. Therefore, companies turn to integration solutions such as Connect iPaaS to connect Dynamics 365 with ServiceNow and Microsoft Teams to automate the process.

This popular workflow is leveraged by Sales, IT, and Support teams within organizations globally to

Expedite, Respond, and Closeout Support Tickets Faster
Enhance Customer Experience
Save Time for Other High Priority Tasks

A similar workflow can also be created with additional API connectors such as Twilio or Nexmo to create SMS alerts in real-time for new leads that require an immediate response.

Create this integration in minutes for free without coding using the link below, which has Dynamics 365 CRM, ServiceNow, and Microsoft Teams connectors already added - all you need to do is update your configurations as per your need, such as adding a specific filter to trigger the workflow or mapping the personalized data attributes. Try Now -> https://trial.robomq.io/recipes/9ac428054d2011922218b270f9e5ab2e

Key functionalities:

Create, run, and manage this integration without any coding.
Simple and easy-to-use UX.
Select polling intervals of when you'd like to search for new updates and trigger workflow.
Choose entity types from your Dynamics 365 CRM to process events from and filter these events.
Selectively choose the events of interest to be processed by applying criteria on the attributes or data fields of the event being processed. This is similar to applying And/Or conditions using more than one criterion.
Perform basic data mapping and transformation using simple drag-and-drop functionalities, along with advanced transformation using Microsoft Excel-style functions and more.
Set up notification alerts to your email or mobile phone for managing this workflow.
Pause, edit, or share this integration recipe along with all of your other integration recipes on the Manage dashboard.
Observe event data and execution reports of your integration workflows, along with details to see what is happening in real-time
Unlimited API calls and transactions can be performed with this integration, even with your free trial.

Expedite Customer Response with D365 <> ServiceNow

作者 RoboMQ