Connecting Support & Development

Integrating help desk and development teams has never been easier.

Microsoft Dynamics 365 CRM and Rally Integration Connector

Microsoft Dynamics 365 CRM & Rally Software Integration

Quickly and easily send case information from Microsoft Dynamics CRM (on-prem) and Dynamics 365 (CRM Online) to Rally Software.

Case Management Workflow (*other entities/objects are also supported*)

The most common scenario is the escalation of bugs or issues that require development resources to fix. You can search Rally, link cases to existing work items or "send cases" to Rally where a new work item is automatically created. Once development completes the work. CRM cases are synchronized with key Rally work item information --- complete with CRM update notifications.


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Integration Connector for Microsoft Dynamics 365 CRM and Rally Software

 

Escalate Cases to Development

Not everything is a bug! Escalate cases that need development to solve. Establish bidirectional links between cases and Rally work items.

View Development Status in CRM

Once a Rally work item is created or a development link is established, support can view work item status and other fields (configurable) --- all within CRM!

Search Dev & Link from CRM

Nobody likes duplicates! Before sending to development and creating a new work item, search for similar work items first. If it's a match, link the case!

Map System & Custom Fields

Point and click to map fields between CRM and Rally. You can configure any number or fields, in any direction, be they system or custom fields.

New Agile Central Work items

Based on case field values, automatically create new Rally work items --- in the right projects! Supports all templates and work item types.

Automatic CRM Notifications

Development works hard! When they update or complete work items, CRM is automatically populated to reflect the new status or update.

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Dynamics 365 CRM support case escalation integration connector for Agile Central (RallyDev)

Excellent service. Works like a charm!

We were looking to improve customer support, communication and response time --- what we found was much more!
Escalate issues, bugs or feature requests by integrating Salesforce.com, Microsoft Dynamics 365 or ServiceNow with Azure DevOps (VSTS), Azure DevOps Server (TFS), JIRA, Agile Central (RALLY), VersionOne and GitHub.

Free Trial - Start Today!

Seeing is believing. Sign-up for a free trial and kick the tires at no cost. By integrating Dynamics CRM and Rally you can:

  • Eliminate the “black hole” between support and development
  • Search Rally for existing work items (e.g., bugs) and link cases
  • Provide single click “Send to Rally” automation from CRM
  • View case details in Rally and view work item status in CRM
  • Provide support with automatic work item updates and notifications

FREE TRIALNo credit card required

Integrate today. Be a hero tomorrow.