Integrating help desk and development teams has never been easier.
Quickly and easily send case information from Microsoft Dynamics CRM (on-prem) and Dynamics 365 (CRM Online) to Rally Software.
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.
Not everything is a bug! Escalate cases that need development to solve. Establish bidirectional links between cases and Rally work items.
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!
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!
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.
Based on case field values, automatically create new Rally work items --- in the right projects! Supports all templates and work item types.
Development works hard! When they update or complete work items, CRM is automatically populated to reflect the new status or update.
Seeing is believing. Sign-up for a free trial and kick the tires at no cost. By integrating Dynamics CRM and Rally you can: