Microsoft Dynamic 365 CRM

Create a SysAid ticket when a new Case is created in Microsoft Dynamics 365 CRM

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Overview

You have your customer support teams using Microsoft Dynamics 365 CRM, and some of the cases they open need to reach your queue which is managed in SysAid – This integration automates the process of opening tickets in SysAid for cases created in Microsoft Dynamics 365 CRM that meet a certain criteria you define.
Main Features
- Automated Ticket Creation: The integration allows for the automated process of opening tickets in SysAid for cases created in Microsoft Dynamics 365 CRM.
- Customizable Criteria: The system can be configured to open tickets only for cases that meet specific criteria defined by the user.
- Map all the relevant fields so your IT teams have all the information they need in the SysAid ticket.
Benefits
- Increased Efficiency: By automating the ticket creation process, customer support teams can save time and reduce the potential for manual errors.
- Improved Workflow Management: Seamless integration between Microsoft Dynamics 365 CRM and SysAid ensures that relevant cases are efficiently channeled to the appropriate queue, enhancing the overall workflow.
- Use Cases
  - SysAid ticket when a new Case
    
    Create a SysAid ticket when a new Case is created in Microsoft Dynamics 365 CRM