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Dynamics 365
Customer Service
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Customer Service
Data integration built for Dynamics 365 Customer Service.
…all without a developer.
Integrate with all standard and custom data, multiple organizations, multiple instances.
Transform data the way Dynamics 365 requires – easily work with entity lookups, activity parties, entity changes, attachments, and option sets.
Leverage advanced steps from Dynamics 365 SDK & API.
Connect Dynamics 365 with all your business apps
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Dynamics 365 Technical Highlights
Integrate to and from Microsoft Dynamics 365 without a single line of code
Read Dynamics 365 data with the SmartConnect Query Builder from all standard and custom entity data in Microsoft Dynamics 365. (Yes, you can integrate with your customizations!).
Option to turn duplicate detection on or off.
Simplified built-in transformations and wizard-based functions to handle entity lookups, multi-entity lookups, activity parties, list option sets, relationships, and that next number.
Create, update, delete, merge, convert, and handle many-to-many associations when writing back to Dynamics 365.
Utilize Dynamics 365 SDK messages such as inserting or updating option values, changing entity states, reassigning objects to a team or user.
Easily specify primary and alternate keys.
Access friendly-named tables (entities) with both the technical and display names in the SmartConnect mapping.
Integrate with multiple Dynamics 365 CRM instances, multiple CRM organizations. Can be connected to on-premise and 365 deployments simultaneously.
Compatibility with Microsoft Dynamics 365 Customer Engagement Apps – Sales, Customer Service, Field Service, and Project Automation.
Build integrations quickly.
Improve your customer service faster.
Handle complex transformations without a headache
–Access a full library of functions, translation tables, dates, ‘that next number’, alternate keys, SQL lookups, and scripting.
Easily view and fix errors.
Configure your integrations with drag-and drop mapping and make changes quickly within your integration setup.
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How much does the Dynamics 365 Connector Cost?
The Dynamics 365 Connector is included with the cost of SmartConnect. Simply purchase SmartConnect and integrate Dynamics 365 with any available connections. Integration templates, test licenses, and access for unlimited users are also included. No hidden fees.
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Enable your agents to engage intelligently.
Empower your team with critical customer data from your accounting system, cloud apps, and more.
Make Dynamics 365 even more valuable (and accurate) by synchronizing customer/account, tickets/case, and activity data.
Never re-key data again.