Jira Software Server + Microsoft Dynamics 365 CRM Integration
Integrate Jira Software Server to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each issue handled. Capture issues, create CRM leads, update records, alert your team, and track progress automatically.
Free forever.Use premium features free for 14 days.1.
Issue is created in Jira Software Server- Issue is updated in Jira Software Server
- Issue is created(via JQL) in Jira Software Server
- Project is created in Jira Software Server
- Comment is added in Jira Software Server
- Issue type is created in Jira Software Server
- Issue priority is created in Jira Software Server
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.
- Update issue in Jira Software Server
- Create issue in Jira Software Server
- Search issue by field in Jira Software Server
- Add comment to issue in Jira Software Server
- Add watcher to issue in Jira Software Server
- Get comment by issue in Jira Software Server
- Search user in Jira Software Server
- Search user by email in Jira Software Server
- 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 Software Server + Microsoft Dynamics 365 CRM Integration
Capture issues, create CRM leads, update records, alert your team, and track progress, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Jira Software Server + Microsoft Dynamics 365 CRM flow
Connect your core sync with messaging, support desks, and version control tools for complete operational visibility. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Microsoft Teams (8)
Microsoft Teams (8) +
Zendesk (8)
Zendesk (8) +
Freshdesk (8)
Freshdesk (8) +
GitHub (8)
GitHub (8) +
Confluence (8)
Confluence (8) J
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Create a Microsoft Dynamics 365 CRM lead for every Jira Software Server issue, and notify your sales team in Slack
Jira Software Server issues automatically generate Microsoft Dynamics 365 CRM leads while Slack keeps your sales channel updated, eliminating manual copy-pasting.
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When a Microsoft Dynamics 365 CRM contact is updated, update the Jira Software Server issue and notify your team in Slack
Microsoft Dynamics 365 CRM contact updates instantly sync to Jira Software Server issues and broadcast to Slack, ensuring engineering knows customer changes.
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When a Jira Software Server issue priority is created, create a Microsoft Dynamics 365 CRM case and alert your support channel in Slack
High-priority Jira Software Server issues open Microsoft Dynamics 365 CRM cases automatically while alerting your support channel in Slack.
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Create a Microsoft Dynamics 365 CRM account for every Jira Software Server project, and notify your management channel in Slack
New Jira Software Server projects automatically establish Microsoft Dynamics 365 CRM accounts and notify management in Slack.
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If a Jira Software Server issue comment is added, update the Microsoft Dynamics 365 CRM case and post the update in Slack
Jira Software Server comment additions update Microsoft Dynamics 365 CRM cases instantly and notify your team in Slack.
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When a Microsoft Dynamics 365 CRM case is updated, add a comment in Jira Software Server and post the status in Slack
Microsoft Dynamics 365 CRM case updates add comments to Jira Software Server issues and announce progress in Slack.
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Use Claude to summarise every new Jira Software Server issue description, create a Microsoft Dynamics 365 CRM lead, and post the brief in Slack
Claude summarises Jira Software Server issue descriptions to generate structured Microsoft Dynamics 365 CRM leads and brief your team in Slack.
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When a Microsoft Dynamics 365 CRM opportunity is updated, create an issue in Jira Software Server, update the account, and announce it in Slack
Updated Microsoft Dynamics 365 CRM opportunities trigger Jira Software Server issues, update CRM accounts, and announce milestones in Slack.
Supported triggers and actions for Jira Software Server and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
Jira Software Server Triggers & Actions
Issue is created in Jira Software Server
Triggers the automation when a new issue is created
Try it → Issue is created(via JQL) in Jira Software Server
Triggers the automation when a new issue is created via JQL
Try it → Project is created in Jira Software Server
Triggers the automation when a new project is created
Try it → Issue type is created in Jira Software Server
Triggers the automation when a new issue type is added
Try it → Issue priority is created in Jira Software Server
Triggers the automation when priority is assignd to any issue
Try it → 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 Software Server + Microsoft Dynamics 365 CRM?
Streamline your project tracking and customer relationship management with automated data flows across both platforms.
🔄
Sync Jira issues to CRM leads automatically
Turn every issue created in Jira Software Server into a qualified lead or case in Microsoft Dynamics 365 CRM instantly. Eliminate manual copy-pasting between your engineering tracker and your customer database.
📋
Capture every submitted issue field and note
Map complete issue descriptions, priorities, comments, and project metadata into your CRM records rather than just basic names. Your CRM becomes a richer repository for customer context and technical history.
🔔
Notify the right person the moment it happens
Alert sales reps or support agents instantly via messaging apps whenever a critical engineering issue or CRM update occurs. Keep stakeholders informed without scheduling status meetings.
🔀
Route records based on submitted issue priority
Send high-priority Jira issues to urgent CRM support queues while routing standard issues to regular pipelines. Ensure critical technical blockers receive immediate attention from account managers.
🔄
Keep destination records updated as work progresses
Synchronise status changes, comments, and resolutions across both Jira Software Server and Microsoft Dynamics 365 CRM automatically. Prevent discrepancies between engineering trackers and customer records.
👥
Prevent duplicate records with smart search steps
Search existing CRM accounts and contacts before creating new entries to avoid database clutter. Maintain clean, unified records for every client and project.
⚙️
Manage later status changes and resolutions
Update CRM cases and close out records automatically the moment related engineering issues reach resolved or closed status. Complete the customer lifecycle loop without manual intervention.
🔌
Extend your workflow with messaging and support apps
Connect your core Jira and Microsoft Dynamics 365 CRM flow with Slack, Microsoft Teams, Zendesk, or GitHub to build multi-step operational pipelines. Coordinate engineering, sales, and support seamlessly.
And much more...
Who is Jira Software Server + Microsoft Dynamics 365 CRM integration for?
Connecting Jira Software Server and Microsoft Dynamics 365 CRM helps engineering and sales teams align issue tracking with customer management without manual handoffs.
Performance managers
Support supervisors
Project directors
Customer operations teams
Sales representatives
Quality assurance leads
📈
Performance managers
You're reviewing agile metrics and pipeline reports but your CRM records only update when someone manually exports issues, so the counts you're analyzing against are always a few hours behind — with this integration, every new issue lands in the CRM instantly and your data stays current.
⚡
Support supervisors
You need to act fast when high-priority bugs arrive in Jira, but notifications reach your team too late because manual handoffs slow down the process — with this integration, every urgent issue creates a CRM case instantly and alerts your agents without delay.
📋
Project directors
You answer to external stakeholders who want to see daily progress, but compiling status reports from separate tools takes hours of manual formatting — automating both apps means every project update syncs across platforms automatically and stakeholders see accurate milestones.
🔄
Customer operations teams
The volume of support tickets and bug reports is too high for anyone to keep up by hand, leading to missed updates and outdated account statuses — connecting these apps means every ticket update flows straight into your CRM records without manual data entry.
💼
Sales representatives
You own the customer relationship and depend on engineering to hand over bug resolutions, but communication gaps leave you guessing about client status — with this integration, every Jira issue update populates your CRM records so you always know the exact progress.
🛡️
Quality assurance leads
You need a reliable audit history of bug fixes and customer interactions, but manual tracking always leaves annoying gaps in your logs — this integration means every record links seamlessly across both systems and your historical audit trail remains complete.
Did you know?
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Why choose Integrately to automate Jira Software Server + Microsoft Dynamics 365 CRM
Build and manage your Jira Software Server + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
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Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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 Software Server to Microsoft Dynamics 365 CRM?
You can connect Jira Software Server to Microsoft Dynamics 365 CRM in one click using pre-built templates or ask Integrately AI to configure the exact workflow you need alongside apps like Slack and Zendesk.
Can I automatically create Microsoft Dynamics leads from new Jira issues?
Can I connect Jira Software Server, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Jira Software Server and Microsoft Dynamics 365 CRM?
How does Jira Software Server handle issue priorities when syncing to Microsoft Dynamics 365 CRM?
How are Microsoft Dynamics 365 CRM updates synced back to Jira Software Server?
Do I need coding skills to automate Jira Software Server and Microsoft Dynamics 365 CRM?
Is the Jira Software Server and Microsoft Dynamics 365 CRM integration free?
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