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Jira Software Server + Microsoft Dynamics 365 CRM

Create Jira Software Server issues for new Microsoft Dynamics 365 CRM leads

Stay on top of potential clients with this seamless workflow between Microsoft Dynamics 365 CRM and Jira Software Server. When a new lead is generated in Dynamics 365 CRM, this automation will create an issue in Jira, helping your team prioritize and track the sales process. No more manual data entry, so your team can focus on converting leads into valuable customers.

Stay on top of potential clients with this seamless workflow between Microsoft Dynamics 365 CRM and Jira Software Server. When a new lead is generated in Dynamics 365 CRM, this automation will create an issue in Jira, helping your team prioritize and track the sales process. No more manual data entry, so your team can focus on converting leads into valuable customers.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Jira Software ServerJira Software Server
    Create Issue

    Create a new issue, select your own project and issue type.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Contact Updated

    Triggers when a contact has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
jira-software-server logo
jira-software-server logo

About Jira Software Server

Jira is a bug and issue tracking tool that allows software developers to manage product development and build better software. This integration connects to self-hosted instances of Jira.
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Related categories

  • Project Management

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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