Microsoft Dynamics 365 CRM + SolarWinds Service Desk Integration

Integrate Microsoft Dynamics 365 CRM to SolarWinds Service Desk in one click, or tell Integrately AI how you want each case handled. Create incidents, update CRM records, alert your IT team, and track resolution progress automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • SolarWinds Service Desk
    User is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Incident is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Risk is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Solution is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Change is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Contract is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Hardware is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Problem is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Task is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Asset is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Release is created in SolarWinds Service Desk
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • SolarWinds Service Desk
    Create incident in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create solution in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create contract in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create hardware in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create problem in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create change in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create asset in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create user in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create release in SolarWinds Service Desk

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + SolarWinds Service Desk Integration

Log incidents, route requests, keep CRM records updated, alert your team, and track resolution status, all in just one click.

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Connect more apps to your Microsoft Dynamics 365 CRM + SolarWinds Service Desk flow

Streamline communication, notify stakeholders, and synchronize support data across your operational stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
SolarWinds Service Desk
+
SlackSlack (6)
+
Jira Software CloudJira Software Cloud (5)
+
Microsoft OutlookMicrosoft Outlook (4)
+
ZendeskZendesk (4)
+
ConfluenceConfluence (4)
+
Microsoft TeamsMicrosoft Teams (4)
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Create a SolarWinds Service Desk incident from every new Microsoft Dynamics 365 CRM case, and notify your support channel on Slack.
New Microsoft Dynamics 365 CRM cases immediately generate incidents in SolarWinds Service Desk while alerting your Slack support channel, keeping your IT team aligned without manual copying.
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When a new user is created in SolarWinds Service Desk from Microsoft Dynamics 365 CRM, notify your IT team instantly on Slack.
Keep your IT team informed on Slack whenever a new SolarWinds Service Desk user is provisioned from Microsoft Dynamics 365 CRM data.
S
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When a SolarWinds Service Desk incident moves to resolved, update the Microsoft Dynamics 365 CRM case and post the update in Slack.
Resolved SolarWinds Service Desk incidents automatically update Microsoft Dynamics 365 CRM cases while notifying your team in Slack.
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If a Microsoft Dynamics 365 CRM case is high priority, create an urgent SolarWinds Service Desk incident and alert the manager channel in Slack.
High-priority Microsoft Dynamics 365 CRM cases trigger urgent SolarWinds Service Desk incidents and immediate Slack alerts for managers.
M
S
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Use Claude to summarise every new Microsoft Dynamics 365 CRM case, create a SolarWinds Service Desk incident, and post the summary in Slack.
Claude generates incident summaries from Microsoft Dynamics 365 CRM cases before creating SolarWinds Service Desk tickets and notifying Slack.
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Turn every resolved SolarWinds Service Desk incident from a Microsoft Dynamics 365 CRM case into a Jira Software Cloud task, and announce it in Slack.
Resolved SolarWinds Service Desk incidents linked to Microsoft Dynamics 365 CRM cases automatically generate Jira tasks and Slack announcements.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SolarWinds Service Desk

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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SolarWinds Service Desk
SolarWinds Service Desk Triggers & Actions
User is created in SolarWinds Service Desk
Triggers the automation when a new user is created
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Incident is created in SolarWinds Service Desk
Triggers the automation when an incident is created
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Risk is created in SolarWinds Service Desk
Triggers the automation when a risk is created
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Solution is created in SolarWinds Service Desk
Triggers the automation when a solution is created
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Change is created in SolarWinds Service Desk
Triggers the automation when a particular change occurs
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Contract is created in SolarWinds Service Desk
Triggers the automation when a new contract is created
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Hardware is created in SolarWinds Service Desk
Triggers the automation when new hardware is created
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Problem is created in SolarWinds Service Desk
Triggers the automation when a new problem is created
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Task is created in SolarWinds Service Desk
Triggers the automation when a new task is created
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Asset is created in SolarWinds Service Desk
Triggers the automation when a new asset is created
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Release is created in SolarWinds Service Desk
Triggers the automation when a new released is created
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Create incident in SolarWinds Service Desk
Generates a new incident report
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Create solution in SolarWinds Service Desk
Logs a new solution
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Create contract in SolarWinds Service Desk
Generates a contract document based on particular criteria
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Create hardware in SolarWinds Service Desk
Logs new hardware into the system
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Create problem in SolarWinds Service Desk
Logs a new problem
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Create change in SolarWinds Service Desk
Logs a new change
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Create asset in SolarWinds Service Desk
Generates a new asset
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Create user in SolarWinds Service Desk
Generates a new user account
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Create release in SolarWinds Service Desk
Logs a new release
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What can you automate with Microsoft Dynamics 365 CRM + SolarWinds Service Desk?

Streamline your customer support and IT infrastructure by connecting Microsoft Dynamics 365 CRM cases directly to SolarWinds Service Desk incidents.

What you can automate?
🔄
Create SolarWinds Service Desk incidents from Microsoft Dynamics 365 CRM cases
Automatically generate a new IT incident in SolarWinds Service Desk whenever a support case is created in Microsoft Dynamics 365 CRM, eliminating manual handoffs between teams.
📋
Map every custom case field across platforms
Transfer detailed case descriptions, contact names, and priority levels directly from Microsoft Dynamics 365 CRM into SolarWinds Service Desk without losing context.
🔔
Alert your support team instantly on messaging apps
Notify technicians on Slack or Microsoft Teams the moment a high-priority Microsoft Dynamics 365 CRM case becomes a SolarWinds Service Desk incident.
🔀
Route incidents based on case category or priority
Send critical hardware issues to specialized SolarWinds Service Desk queues while routine inquiries follow standard workflows based on Microsoft Dynamics 365 CRM data.
🔄
Keep service statuses synchronised in real time
Update Microsoft Dynamics 365 CRM cases automatically whenever the corresponding SolarWinds Service Desk incident moves to resolved or closed.
🔍
Search and update existing records to prevent duplicates
Check if a SolarWinds Service Desk incident or Microsoft Dynamics 365 CRM contact already exists before creating a new entry, keeping your database clean.
⏱️
Handle later status changes and resolutions
Trigger automated follow-ups or customer notifications when a SolarWinds Service Desk incident is marked resolved or closed after days of investigation.
🌐
Extend your IT workflow with Jira or Slack
Connect your core Microsoft Dynamics 365 CRM and SolarWinds Service Desk flow to Jira Software Cloud or Slack to loop in engineering or operations teams effortlessly.
And much more...

Who is Microsoft Dynamics 365 CRM + SolarWinds Service Desk integration for?

Connecting Microsoft Dynamics 365 CRM and SolarWinds Service Desk eliminates manual handoffs between customer operations and IT support teams, ensuring complete visibility across every case and incident.

Data analysts
Data analysts
IT support managers
IT support managers
Account executives
Account executives
Customer operations teams
Customer operations teams
Helpdesk technicians
Helpdesk technicians
Quality assurance leads
Quality assurance leads
📈
Data analysts
You're pulling case reports from Microsoft Dynamics 365 CRM every morning, but your service desk metrics never match because incidents logged in SolarWinds Service Desk are exported by hand later in the day — with this integration, every ticket and case stays synchronised so your operational reports are always accurate.
IT support managers
You're monitoring Microsoft Dynamics 365 CRM for customer escalations, but technical issues logged there sit unassigned until someone manually creates an incident in SolarWinds Service Desk — with this integration, every escalation triggers an IT ticket instantly so response times drop immediately.
🤝
Account executives
You're updating client accounts in Microsoft Dynamics 365 CRM after service calls, but your clients ask about open issues that your IT team is tracking separately in SolarWinds Service Desk — this integration means every support incident links directly to the CRM account so your team always knows the client's live status.
🚀
Customer operations teams
You're handling high volumes of inbound cases in Microsoft Dynamics 365 CRM, but your support staff can't keep up with duplicating them as IT tickets in SolarWinds Service Desk — automating both apps means every case converts to a service desk ticket instantly without manual data entry.
🎫
Helpdesk technicians
You're resolving hardware and software problems in SolarWinds Service Desk, but you lack context from the original customer records locked inside Microsoft Dynamics 365 CRM — connecting these apps means every technician sees full customer history inside their tickets so troubleshooting is faster.
🗂️
Quality assurance leads
You're auditing customer issue histories in Microsoft Dynamics 365 CRM, but missing ticket resolutions from SolarWinds Service Desk leave frustrating gaps in your compliance tracking — with this integration, every resolution updates the CRM record automatically to maintain a complete audit trail.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SolarWinds Service Desk

Build and manage your Microsoft Dynamics 365 CRM + SolarWinds Service Desk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + SolarWinds Service Desk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
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
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.
Secure by design
Secure by design
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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to SolarWinds Service Desk?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to SolarWinds Service Desk instantly using 1-click automations or by describing your workflow to Integrately AI. Combine these core platforms with Slack, Jira Software Cloud, and Microsoft Outlook to build powerful multi-step operational flows.
Can I automatically create SolarWinds Service Desk incidents from Microsoft Dynamics 365 CRM cases?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, SolarWinds Service Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SolarWinds Service Desk?
Frequently Asked Questions
How are cases handled when connecting Microsoft Dynamics 365 CRM and SolarWinds Service Desk?
Frequently Asked Questions
Can I sync incident statuses between SolarWinds Service Desk and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SolarWinds Service Desk?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and SolarWinds Service Desk integration free?
Frequently Asked Questions
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