Create Jira Service Desk ticket for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Jira Service Desk Integration
Jira Service Desk + Microsoft Dynamics 365 CRM Integration
Integrate Jira Service Desk to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each ticket handled. Log support requests, create CRM cases, alert your support team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Request is created in Jira Service Desk- Request is updated in Jira Service Desk
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
2.
- Search request in Jira Service Desk
- Comment on request in Jira Service Desk
- Create request in Jira Service Desk
- Get attachment by ID in Jira Service Desk
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Trusted by experts at...
Ready Workflows for Jira Service Desk + Microsoft Dynamics 365 CRM Integration
Capture support requests, create CRM cases, keep contact records updated, alert your support team, and send follow-ups, all in just one click.
Most popular automation
Create Microsoft Dynamics 365 CRM contact from new Jira Service Desk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Microsoft Dynamics 365 CRM. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Jira Service Desk + Microsoft Dynamics 365 CRM flow
Sync support requests into customer accounts, notify your support agents, and trigger follow-up actions across your tool stack. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Slack (4)
Slack (4) +
Jira Software Cloud (4)
Jira Software Cloud (4) +
Zendesk (4)
Zendesk (4) +
Zoom (4)
Zoom (4) +
Microsoft Teams (4)
Microsoft Teams (4) J
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When a request is created in Jira Service Desk, create a case in Microsoft Dynamics 365 CRM and add a contact in Salesforce
Jira Service Desk requests immediately become Microsoft Dynamics 365 CRM cases while updating Salesforce records without manual copy-pasting.
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When a case is created in Microsoft Dynamics 365 CRM, comment on the request in Jira Service Desk and update the record in Salesforce
Microsoft Dynamics 365 CRM case updates flow back to Jira Service Desk and Salesforce instantly.
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If a Jira Service Desk request priority is high, create a priority case in Microsoft Dynamics 365 CRM and create a high-priority task in Salesforce
High-priority support requests trigger urgent CRM cases and Salesforce tasks automatically.
J
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When a contact is updated in Microsoft Dynamics 365 CRM, search request in Jira Service Desk and update the account in Salesforce
Contact changes in Microsoft Dynamics 365 CRM update Jira Service Desk requests and Salesforce accounts.
Supported triggers and actions for Jira Service Desk and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
Jira Service Desk Triggers & Actions
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → What can you automate with Jira Service Desk + Microsoft Dynamics 365 CRM?
Streamline customer support and relationship management by connecting every service ticket to your core business records.
🔄
Turn support requests into CRM cases automatically
Create a case in Microsoft Dynamics 365 CRM the moment a request is created in Jira Service Desk. Eliminate manual copy-pasting between your helpdesk and CRM.
📋
Capture every submitted request field accurately
Map all custom ticket attributes, attachments, and user details into your CRM fields instead of just basic contact information. Your records remain complete.
🔔
Alert your support team as soon as tickets arrive
Notify your team members in Slack or Microsoft Teams the instant a new service request or CRM case is generated. Agents respond to clients without delay.
🔀
Route cases based on request priority or category
Set conditions to handle high-priority tickets differently from standard inquiries, creating escalated cases and alerting specialized personnel automatically.
📝
Keep destination records updated as tickets change
Reflect ticket comments, status updates, and resolution notes across both Jira Service Desk and Microsoft Dynamics 365 CRM in real time.
🔍
Search and update existing contacts instead of duplicating
Check for existing customer records before creating new entries in your CRM, maintaining clean databases and preventing duplicate accounts.
⏱️
Handle later status changes and case resolutions
Trigger automated workflows when support requests are resolved or closed, updating CRM pipelines and notifying account owners instantly.
🔌
Extend your workflow to messaging and productivity apps
Connect Jira Service Desk and Microsoft Dynamics 365 CRM with tools like Slack or Salesforce to build comprehensive multi-step support pipelines.
And much more...
Who is Jira Service Desk + Microsoft Dynamics 365 CRM integration for?
Connecting Jira Service Desk and Microsoft Dynamics 365 CRM helps support teams, account managers, and operations leaders eliminate manual data entry and streamline client case management.
Support operations managers
Customer support agents
Technical account managers
Customer service teams
Sales representatives
Operations leads
📈
Support operations managers
You report on support ticket metrics and case resolution times, but your dashboards only update when someone manually exports records, so the numbers you review are always outdated — with this integration, every new ticket flows into your CRM instantly and your metrics stay current.
⚡
Customer support agents
You need to act fast on customer complaints, but you find out about new issues too late because tickets remain trapped in siloed queues — connecting these apps means every request creates a CRM case automatically, ensuring you take action without delay.
🤝
Technical account managers
You answer to key clients who expect transparent updates on their reported issues, but gathering status details across tools takes hours — automating both apps means your client records stay perfectly updated, giving stakeholders real-time visibility.
📊
Customer service teams
The volume of inbound support requests is too high for anyone to keep up by hand, leading to missed follow-ups and lost customer data — this integration means every request is captured as a CRM case instantly, keeping your team organized at any scale.
💼
Sales representatives
You own the customer relationship and depend on support agents to hand over ticket details, but handoffs get lost in email chains — with this integration, support requests and CRM cases link automatically, ensuring you never miss a client interaction.
🗂️
Operations leads
You need a reliable audit history of customer communications, but manual data entry leaves frequent gaps in your records — connecting these apps means every support interaction and CRM update logs automatically, giving you complete data integrity.
Did you know?
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Why choose Integrately to automate Jira Service Desk + Microsoft Dynamics 365 CRM
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Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions
How do I connect Jira Service Desk to Microsoft Dynamics 365 CRM?
You can connect Jira Service Desk to Microsoft Dynamics 365 CRM using 1-click automations on Integrately. Start from the Jira Service Desk and Microsoft Dynamics 365 CRM integration.
Can I automatically turn Jira Service Desk requests into Microsoft Dynamics 365 CRM cases?
Can I connect Jira Service Desk, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Jira Service Desk and Microsoft Dynamics 365 CRM?
How are Jira Service Desk request attachments handled in Microsoft Dynamics 365 CRM?
Can I update Microsoft Dynamics 365 CRM contact records when Jira Service Desk tickets change?
Do I need coding skills to automate Jira Service Desk and Microsoft Dynamics 365 CRM?
Is the Jira Service Desk and Microsoft Dynamics 365 CRM integration free?
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