Connect Jira Service Management and Microsoft Dynamics 365 CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Jira Service Management to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jira Service Management with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Request" from Jira Service Management.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Jira Service Management and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
- ProjectRequired
Try ItTriggerPolling- SiteRequired
- ProjectRequired
- Request TypeRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling
- SiteRequired
- ProjectRequired
Try ItTriggerPolling- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Jira Service Management and Microsoft Dynamics 365 CRM
Sync updated service requests to CRM.
When a new service request in Jira Service Management is updated, Zapier automatically updates the corresponding case/incident in Microsoft Dynamics 365 CRM. This ensures engineering teams can keep critical records aligned and up to date.
Engineering
Log new service requests as CRM cases.
When a new request is created in Jira Service Management, Zapier logs it as a new case/incident in Microsoft Dynamics 365 CRM. This helps IT teams manage service requests efficiently while maintaining detailed records in the CRM.
ITLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Jira Service Management + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jira Service Management and Microsoft Dynamics 365 CRM
How do I set up an integration between Jira Service Management and Microsoft Dynamics 365 CRM?
To set up the integration, begin by signing into your accounts on both platforms. Enable APIs for both Jira Service Management and Microsoft Dynamics 365. Then, use our platform to create workflows where specific triggers in one application, like a new issue in Jira, can perform actions in Dynamics 365 such as creating or updating a record.
What are some common triggers that can be used with this integration?
Common triggers from Jira Service Management include the creation of new issues, updates to existing issues, and changes in issue status. In Microsoft Dynamics 365 CRM, these triggers might initiate actions such as creating a new contact or updating an existing account based on the data received.
Can this integration automatically update records in Dynamics 365 when an issue is resolved in Jira?
Yes, you can configure our system to trigger an update action in Microsoft Dynamics 365 CRM whenever an issue is marked as resolved in Jira Service Management. This ensures that all relevant data points are synchronized across both platforms.
Is it possible to sync customer information from Dynamics 365 to Jira?
Absolutely. By setting up the correct triggers and actions through our service, you can have customer details from Dynamics 365 automatically pushed to Jira when specific events occur, such as the creation of a new customer record.
Are there any limitations on the types of data that can be transferred between these two platforms?
While most standard fields are supported for transfer between Jira and Dynamics 365 CRM through our integration services, custom fields may require additional configuration before they can be synchronized effectively.
How do we handle authentication for this integration?
Our platform uses OAuth authentication for secure access to both Jira Service Management and Microsoft Dynamics 365 APIs. During setup, ensure you're logged into each service with appropriate permissions before attempting to authenticate.
What happens if there's an error during data transfer between these systems?
If an error occurs during data transfer, our platform will log the error details and attempt a retry according to predefined settings. Notifications can also be configured so your team is alerted if manual intervention is required.
