Connect ManageEngine ServiceDesk Plus Cloud 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

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ManageEngine ServiceDesk Plus Cloud with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Asset" from ManageEngine ServiceDesk Plus Cloud.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects ManageEngine ServiceDesk Plus Cloud 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.

- Service Desk Instance
  Required
- Name
- Product
- State
- Vendor
- Site
- Purchase Cost
- Asset Tag
- Location
- Custom Field
Trigger
Polling
Try It
- Service Desk Instance
  Required
- Subject
- Requester
- Status
- Technician (email address)
- Site
- Group
- Priority
- Urgency
- Impact
- Mode
- Category
- Sub Category
- Item
- Asset
- Custom Field
Trigger
Polling
Try It
- Title
  Required
- Description
  Required
- Priority
- Announcement Type
- Services Involved
- Email Users
- Public View
Action
Write
Create Request
Creates a new request.
Action
Write
Update Request
Updates an existing request.
Action
Write

- Request ID
  Required
Action
Search
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Service Desk Instance
  Required
- Title
- Requester
- Site
- Group
- Change Owner (email address)
- Change Type
- Priority
- Urgency
- Impact
- Change Risk
- Reasons of Change
- Category
- Sub Category
- Item
- Asset
- Custom Field
Trigger
Polling
Try It
- Service Desk Instance
  Required
- Trigger Module
  Required
- Execute On
  Required
- Trigger Conditions
Trigger
Instant
Try It
Create Change
Creates a new change.
Action
Write
Invoke API Call
Make API calls in ServiceDesk Plus Cloud to perform an action
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

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

Connect ManageEngine ServiceDesk Plus Cloud and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your ManageEngine ServiceDesk Plus Cloud to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about ManageEngine ServiceDesk Plus Cloud + 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 ManageEngine ServiceDesk Plus Cloud and Microsoft Dynamics 365 CRM

How can I integrate ManageEngine ServiceDesk Plus Cloud with Microsoft Dynamics 365 CRM?

You can integrate ManageEngine ServiceDesk Plus Cloud with Microsoft Dynamics 365 CRM using various integration platforms that allow you to set up workflows based on triggers and actions. This means, for instance, when a new ticket is created in ServiceDesk Plus Cloud, an action can automatically update a contact or lead in Dynamics 365 CRM.

What are some common triggers and actions used in the integration of ServiceDesk Plus Cloud with Dynamics 365?

Common triggers might include the creation of a new ticket or update of a ticket in ServiceDesk Plus Cloud. Corresponding actions could be creating or updating records in Dynamics 365 CRM, such as associating tickets with customers or sending updates to sales teams.

Is it possible to automate the synchronization of user data between ServiceDesk Plus Cloud and Dynamics 365?

Yes, it is possible to automate user data synchronization between the two platforms. By setting specific triggers like adding a new customer in ServiceDesk Plus Cloud, you can automate an action in Dynamics 365 that creates or updates user data attributes ensuring both systems remain consistent.

Can I create custom workflows for my integration between ManageEngine ServiceDesk Plus Cloud and Microsoft Dynamics 365 CRM?

Our platform allows you to create custom workflows based on your organizational needs. You can define specific triggers and tailor actions according to the data you wish to share or update between ManageEngine ServiceDesk Plus Cloud and Microsoft Dynamics 365 CRM.

How do I ensure that only relevant data is shared between ServiceDesk Plus Cloud and Dynamics 365 CRM during integration?

To ensure only relevant data is shared during integration, you need to configure precise triggers and actions that match your criteria for relevance. You have control over which events initiate data sharing and what specific information gets transferred.

Are there predefined templates available for integrating these two platforms?

There are predefined templates available that help streamline the initial setup of integrations between ManageEngine ServiceDesk Plus Cloud and Microsoft Dynamics 365 CRM. These templates come with default triggers and actions which you can customize further according to your needs.

What should I do if there’s a failure in processing an action during integration?

In case of a failure during processing an action, our systems provide detailed logs where you can review what went wrong. It's essential to check if correct trigger-event associations were made, validate API permissions, and review any error messages related to connectivity or data formats.

About ManageEngine ServiceDesk Plus Cloud

ManageEngine ServiceDesk Plus is a ITIL® compliant comprehensive help desk software with integrated asset and project management capabilities.

Learn moreLearn moreHelpHelp

Related categories

Productivity

About Microsoft Dynamics 365 CRM

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