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Options for integrating Tickets between Dynamics CRM 2011 and Service Manager 2012 ?

    Question

  • Any suggestions on the integration of Dynamics CRM 2011 and System Center Service Manager 2012 ?

    I am looking for side-by-side integration like this:

    1. A ticket in CRM is entered I want it to be entered in Service Manager.

    2. Once a ticket is updated in SM we'd like that reflected in CRM. 

    3. If ticket is updated in CRM should be reflected in SM.

    [Tickets originating in SM moved to CRM is not a requirement.]

    Please suggest some guidance around this topic :)


    -Nikita Polyakov

    Thursday, April 12, 2012 6:08 PM

All replies

  • Microsoft Dynamics CRM 2011 SDK + SC 2012 Orchestrator + SC 2012 Integration Pack

    http://www.scsmsolutions.com/ freemanru (at) gmail (dot) com

    Thursday, April 12, 2012 6:30 PM
  • Interesting concept/idea Nikita. 

    Matching the attributes/values from a CRM ticket to Service Manager ticket could be a challenge I guess.

    In CRM a case type is just a attribute (picklist) of the incident entity in the Service Module. But in SM every type is a class with it's own properties
     

    Saturday, April 14, 2012 7:42 AM
  • Anton,

    Thank you for your suggestions. I was thinking custom workflows on ticket create/update from both side could syncronize based on mutual GUID through a property. But was hoping for some accelerators to help me out with this task.


    -Nikita Polyakov

    Saturday, April 14, 2012 2:47 PM
  • Expiscornovus,

    I was thinking that a ticket can originate in CRM and with a specific type be then have a twin in SCSM created.

    Details to sync could be very basic maybe just ticket status and notes, other fields can be carried over as just text - Client, Client Contact Name, Client Contact Information 

    Assigment of who is working on the ticket could be kept internal to SCSM and in CRM a generic account owns the ticket.


    -Nikita Polyakov

    Saturday, April 14, 2012 2:49 PM
  • Hi Anton,

    Would you please give us more explanation.

    Best Regards

    Thursday, May 24, 2012 8:15 AM
  • Nikita,

    I'm currently in the process of integrating CRM with Service Manager. I'm actually using Anton his approach, using Orchestrator 2012 runbooks.

    Basicly I am creating a runbook that queries the database of CRM (via the filtered views) and with that data I am creating objects in Service Manager (via the Service Manager integration pack)


    - Dennis | Netherlands | Blog | Twitter

    Sunday, July 08, 2012 10:30 AM
  • We are starting the same integration. Would you be interested in sharing what you are doing? Or possibly working together on this?

    Rick

    Sunday, November 18, 2012 8:47 PM
  • Hello Rick,

    I could create one (or more) blogpost(s) about it if you want?

    - Dennis | Netherlands | Blog | Twitter

    Monday, November 19, 2012 11:39 AM
  • Hello Dennis, we are in the process of doing the same. Did you end up creating a blogpost  documenting your experience?

    Khalid F. Al Khalili

    Tuesday, January 15, 2013 6:33 AM
  • Sorry for the late reply, Dennis.

    A blog post would be great, if you are still integrating CRM and SM.Rick

    Rick

    Sunday, December 15, 2013 2:58 PM