INTEGRATION PACK FOR MICROSOFT DYNAMICS CRM - NEW

Integration to Microsoft Dynamics CRM

The Kelverion Integration Pack for Microsoft Dynamics CRM is an add-on for System Center 2012 and 2016 Orchestrator that enables integration with the Microsoft Dynamics CRM platform.

It supports Microsoft Dynamics CRM Online 2016  - Update 8.1.0.538.

The Integration Pack delivers a range of re-usable objects to automate IT-Functions such as:

Synchronization of CRM related information

Customer related data usually resides on various systems within an organization, including the CRM system. Keeping this information updated across all platforms allows CRM agents to deliver quality customer service.

Direct Customer Interactions

Forwarding customer requests directly to backend systems, accompanied by near real time status feedbacks to accelerate business processes and increase customer satisfaction.

Automation of Service Management

A Microsoft Dynamics integrated Service Management Solution, like Provance Service Management, directly driving existing, IT Automation processes.

 

Microsoft Dynamics CRM Activities

This integration pack adds the KA Microsoft Dynamics category to the Activities pane in the Client. This category contains the following activities:

Monitor Record – activity detects when new records are created and/or existing records are updated
Create Record – activity inserts a new CRM entity record
Update Record – activity updates existing CRM records
Get Record – activity retrieves existing CRM entity records 
Delete Record - activity deletes a CRM entity record 
Create Attachment - activity creates a new Note entity record and attaches a document to it
Get Attachment - activity retrieves an attachment for the specified Note entity record

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