Connecting Support & Development

Integrating help desk and development teams has never been easier.

Microsoft Dynamics CRM 365 and Agile Central or Rally Integration

Microsoft Dynamics CRM & CA Technolgies' Agile Central (formerly Rally Software's RallyDev) Integration

Quickly and easily send case information from Microsoft Dynamics CRM (2011-2017) and Dynamics 365 (CRM Online) to Agile Central. 

Case Management Workflow

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

Escalate Cases to Development

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

View Development Status in CRM

Once an Agile Central 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 Agile Central. 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 Agile Central work items --- in the right projects! Supports all templates and work items 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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Excellent service. Works like a charm!

We were looking to improve customer support, communication and response time --- what we found was much more!
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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 Agile Central (RallyDev) you can:

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

Integrate today. Be a hero tomorrow.