Dynamics 365 Jira integration - a Step-by-Step Integration Guide
Brief introduction
Customer data is a powerful tool. In the right hands, it helps companies plan, strategize and execute successful growth and market expansion. Thanks to CRMs, companies benefit from centralized customer data and can easily automate repetitive operations. However, this also depends on the speed with which enterprises deal with their inquiries and problems, as well as the synchronization between the tools they use.
An overview of Dynamics 365 and Jira
Microsoft Dynamics 365?is a powerful multi-module cloud solution. Comprised of different components intended to satisfy every need of mid-to large-scale businesses, Dynamics 365 allows the seamless handling of Supply Chain Management, Customer service, Finance, Sales, and Business Central operations.??
Jira Software, or simply Jira, is a top-of-mind DevOps solution. Extremely agile and scalable,?Jira?provides companies with a vast field for tracking the internal development progress of new products, features, and bug resolutions. IT teams use it to successfully build workflows, resolve issues and problems easily, and gain full transparency over crucial production rollouts.
Without Dynamics 365 Jira integration in place
The absence of a?Dynamics 365 Jira integration?serves as a precondition for data silos and delays in issues resolution. This is a direct result of the manual transfer of data to and fro, between the teams using the two systems. Inevitably, at some point, critical information may be duplicated or appear inconsistent and full of errors. The time spent on resolving customer-related problems begins to prolong, as the issues themselves pile up. Frustration and tension in and between the designated teams build up slowly and steadily. What’s more, the end user is affected in a way that could irreversibly destroy its trust and connection with the business.?
With a Dynamics 365 Jira integration in place
Тhe presence of a Dynamics 365 Jira integration brings a lot of benefits. The most significant one is the seamless automatic data flow between the two. Repetitive and vital for the company’s business development tasks and operations are not done manually. As a direct consequence of this, faulty data and bottlenecks are eradicated. Another positive of the Dynamics 365 Jira integration is that both teams can continue to work with the system of their choice, not worrying about the possibility of misunderstanding. Client problems are solved on time, leading to increases in CSATs and overall productivity. Leads and sales numbers skyrocket while client retention rates also boost.
Choosing the right integration solution
There are plenty of tools on the market that promise to do the job. The right one, however, must fulfill not only the current needs and fit the use case scenario but also be scalable enough to catch up with any future requirements.??
The perfect integration solution must provide agility, availability, and data security. Changes in either of the connected systems must be accessible by the stakeholders at any time. Simplicity and easiness of use are also derived features.?
The ZigiOps no-code platform checks all the criteria.?You can learn more about it on our ZigiOps product page.?
As a?100% no-code integration solution, ZigiOps does not require additional coding – making it the perfect tool for non-technical users. Extremely flexible and adaptable, the?ZigiOps connector?allows seamless, bi-directional connection between sophisticated systems like Jira and Dynamics 365.
ZigiOps does not store any of the data transferred between Dynamics 365 and Jira, making it ideal for businesses that value a high level of security. Upon connecting Dynamics 365 and Jira, ZigiOps instantly automates tasks and operations. Transparency and high availability are also among the connector characteristics.?
Dynamics 365 Jira integration common use case
The most common use scenario that requires a?Dynamics 365 Jira integration is related to logging incidents as tasks in Jira.???
The Dynamics 365 team receives an alert about a new incident in the systems. To understand what’s hiding behind it, the team must investigate it. It turns out that the issue requires the help of the?DevOps?team. For this to happen, the customer service team needs to log the incident into the Jira system.
With an agile integration solution like the ZigiOps connector, the Dynamics 365 Jira integration is instant. No additional coding or deployment of applications is needed. The ZigiOps platform seamlessly transfers the desired data alongside its details in real time. As ZigiOps allows bi-directional system integration – if a change occurs in one of the connected systems, ZigiOps immediately detects it and reflects it in the other system, and vice versa.
Setting up the Dynamics 365 Jira integration using the ZigiOps connector
The first part of our?bi-directional Dynamics 365 Jira integration?is the initial installation of the ZigiOps platform. Like any other software solution, ZigiOps has standard requirements and installation processes. The tool is available in two versions: iPaaS?and?on-premise.???
The installation of the on-premises version takes less than five minutes to complete.
After logging into the system, you’re taken immediately to the ZigiOps Dashboard.?
Connecting to Microsoft Dynamics 365
The first step of establishing the Dynamics 365 Jira integration is connecting to the systems. To connect to?Microsoft Dynamics 365?we need the following data:?
·??????The Microsoft Dynamics 365 Instance URL?
·??????For the Authentication process, we need:??
·??????Client ID?
·??????Client Secret?
·??????Tenant ID?
Connecting to Jira
After establishing a connection with?Dynamics 365?we have to connect to the second (destination) system. In our use case that would be the?Atlassian Jira.???
The steps are as follows:?
·??????Instance URL??
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·??????User??
·??????Password??
You are also able to login through a proxy in case you want to.
Microsoft Dynamics 365 Jira Integration Configuration
Once the desired systems are connected (Dynamics 365 and Jira), it’s time to execute the integration itself.
ZigiOps allows its users to choose a ready-to-use template from its large library – to help save time and resources. Every template is fully customizable, enabling the resolution of more than one use case scenario. In case there is a more specific integration need –?ZigiOps users have the chance to build their own integration template from scratch.??
Integration settings
Upon loading the Dynamics 365 integration template for incidents to tasks there are some additional settings to adjust before starting the process of connection. To finish the Dynamics 365 Jira integration preparations, we must go the ZigiOps drop-down menu:
·??????Point Dynamics 365 as a source system??
·??????Set Jira as a destination system??
·??????Define the entity type from Dynamics 365. In the particular use case scenario, this would be incident?
·??????Point out the entity type from Jira – task?
We can also define the exact action the ZigiOps connector should execute upon connecting both systems –?Dynamics 365 and Jira.?
After we’re done with that, we can define the bi-directional updates. This happens by using the correlation section in the integration platform.?
Then, we can press the “Save” option and proceed to adjust the advanced data mapping of our ongoing?Dynamics 365 Jira integration. When we’re finished with the Dynamics 365 Jira integration configuration, ZigiOps allows us to level-up the control over it.??
ZigiOps’ Dynamics 365 Jira Integration Action Levels?
We can have as many actions and operations as we need. In our current use case scenario, we only need three actions –?Create Task, Update Incident and Update Task.
With ZigiOps, creating a Jira task happens fast and easy. This action allows us to tailor a trigger and trigger conditions. Additionally, we can also define our integration’s expressions.?
ZigiOps’ Source tab displays the data we aim to collect and how it will be collected in our?Dynamics 365 Jira integration.?In the case of the Dynamics 365 Jira integration, it’s a task that we want ZigiOps to collect. Additionally, we can go deeper and specify which task – the newest one, the one assigned to a specific user, etc.?ZigiOps?provides filters and conditions in the Source tab for further control.
Additionally, the?ZigiOps?integration tool has comprehensive mappings that define how data will be reported to the target system (Jira).
Update incident
The "Update incident" action allows us to define how any changes will be updated. Again, we have trigger conditions, expressions and field mapping options that provide complete freedom on how we want our data to be transferred.
Update task
We have all the customization options here as well. They are available for each new action that we create, so that we can match even the most complex use case when needed.
That's it! Our integration is ready to save and test. Once we have saved and activated the integration, we can create an incident in our Dynamics 365 system and observe how it will be transferred as a task in Jira.
Conclusion
Having a stable connection between systems like?Dynamics 365?and?Jira Software?ensures smooth communication between the designated teams and faster customer request remediation. If the integration is a bi-directional one, it even enhances the capabilities of the two systems. This way both parties continue to work together while at the same time, each of them uses the tool of their preference.???
The?ZigiOps connector?establishes a seamless bi-directional connection between Dynamics 365 and Jira, opening the line for effortless and secure data transfer within minutes. The possibility of data silos and potential errors are eliminated. Workflows and critical business activities are automated, saving time and resources.?Book a demo and see how it works live.