Keep Service Management and Customer info synced with Freshservice and Dynamics 365

Dynamics / FreshserviceWe’re delighted to announce that we are launching a Freshservice connector and, using the very same connector, a templated integration between Freshservice and Dynamics 365. Sync Requesters/Contacts, Incidents, Service Requests, Problems, Changes, Releases and Assets between Freshservice and Dynamics 365.In the spirit of syncing data in and out of Freshservice, it would be remiss of us to focus only on Dynamics. As part of preparing the templated connection, we needed to develop a Freshservice connector and so we’re announcing this connector as well – what a brilliant day!

This announcement comes about a week after launching our Freshsales connector and joins our Freshdesk connector as the premier integration toolset for Freshworks apps.

Launching connectors so regularly is indicates both the ease with which the Seamless platform allows us to develop new connectors as well as our own commitment to growing our library of application connectors.

If you need to connect your Freshservice app to any other application, we’re ready to setup data sync quickly and easily.

Freshsales App Gallery

 

The Freshservice / Dynamics 365 CRM connector is immediately available in the Freshservice marketplace. You can access it from within Freshservice by clicking on the Admin (gear icon on the left hand menu) and choosing Apps under the Integrations option.

For other Freshservice integration requirements, the Freshservice connector plugin is able to connect Freshservice to Seamless and, from there, to integrate it to any other application.
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Refresh your Dynamics data with Freshsales

Dynamics Freshales ConnectorWe’re delighted to announce that we are launching a Freshsales connector and, using the very same connector, a templated integration between Freshsales and Dynamics 365. Sync Accounts, Contacts, Leads and Deals / Opportunities between Freshsales and Dynamics 365.In the spirit of syncing data in and out of Freshsales, it would be remiss of us to focus only on Dynamics. As part of preparing the templated connection, we needed to develop a Freshsales connector and so we’re announcing this connector as well – what an awesome day!

If you need to connect your Freshsales app to any other application, we’re ready to setup data sync quickly and easily.

The Freshsales / Dynamics 365 CRM connector is immediately available in the Freshsales marketplace. You can access it from within Freshsales by clicking on the Admin (gear icon on the left hand menu) and choosing Apps under the Integrations option.

For other Freshsales integration requirements, the Freshsales connector plugin is able to connect Freshsales to Seamless and, from there, to integrate it to any other application.
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Being dynamic with Freshdesk

FreshdekWe’re delighted to announce that Freshworks have listed our Dynamics 365 < -> Freshdesk connector in the Freshworks marketplace. This is in addition to our Seamless listing.The Dynamics 365 < -> Freshdesk connector will allow you to quickly setup integrations between the two systems using a standardised set of field mappings. If requirements demand, the mappings can be easily altered or extended. For integrations to other systems, the Seamless Freshdesk connector is able to connect Freshdesk to Seamless and, from there, allows you to integrate to any other application.

Both connectors are immediately available on the Freshdesk marketplace.

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Freshdesk / Dynamics
  • Sync Accounts & Contacts (bi-directionally) to ensure that customer data is up-to-date across your business
  • Sync Freshdesk Tickets into Dynamics 365 to provide support/ticket information to other users
  • Sync Freshdesk Agents into Dynamics (ensuring that not every Freshdesk user requires a Dynamics license)
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Recursyv Seamless

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv’s growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.

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Growing our Autotask connector set

We’re delighted to announce that we have expanded the feature set of our Seamless Autotask connector. So much so, that we’ve split it into two connectors.Both Seamless connectors are immediately available on the Autotask marketplace.

For more complex requirements, the Seamless Autotask connector plugin is able to connect Autotask to Seamless and, from there, to integrate it to any other application.

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seamless dynamics 365 crm integration
  • Keep customer data in sync with bi-directional synchronization of Client / Account / Contact data
  • Keep Dynamics users informed with one-way updating of Autotask tickets into Dynamics tickets
  • Keep Autotask users informed with one-way updating of Dynamics Opportunities to Autotask Opportunities
  • Autotask Resources (users) are mapped to Dynamics users to ensure that record ownership is kept in sync
  • Scope can be easily extended to include additional data types, UDFs, list values and mappings
  • Connector product support
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seamless dynamics 365 projects integration
  • Keep customer data in sync with bi-directional synchronization of Client / Account / Contact data
  • Keep Dynamics users informed with one-way updating of Autotask projects into Dynamics
  • Autotask Resources (users) are mapped to Dynamics users to ensure that record ownership is kept in sync
  • Scope can be easily extended to include additional data types, UDFs, list values and mappings
  • Connector product support
Recursyv Seamless

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv’s growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.

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Rolling out the Remedy for syncing ticket data

Seamless is being used to sync tickets between Remedy and ManageEngine

Recursyv have recently deployed Seamless to integrate between two industry leading ticketing systems: BMC Remedy and ManageEngine.

Remedy / ManageEngine

Our client is an IT Support organisation who use Remedy as their primary helpdesk management tool. In turn, one of their clients uses ManageEngine for their own internal helpdesk. The ManageEngine helpdesk needs visibility of select tickets raised within Remedy so that the onsite team can provide feedback to their user community as those tickets progress.

A sea of complexity

The integration presented a number of new challenges for the Seamless service. It was great to see how our underlying engineering was able to help us address these without requiring updates to the core Seamless service. Instead of talking the talk, it was time to walk the walk.

  • One of the APIs was taking too long to respond to a data request (in excess of 20 minutes/request). This resulted in the Seamless service timing out while waiting for the data. Upon further investigation, we learnt that we could change the API request to retrieve data in a flat structure. In turn, this allowed us to use a Seamless plugin to re-normalise the data. This was a real validation of the plugin architecture and the power of putting processing at the point of need.
  • Neither system sits on the Microsoft stack and yet we’re still able to use Azure as our underlying platform to enable the Digital Transformation for both organisations. Additionally, both systems are on-premise implementations, we’re using Seamless to enable a ground <-> cloud <-> ground hybrid architecture.
  • The Remedy API is SOAP based. The ManageEngine API is RESTful. Seamless’ service bus architecture effectively decouples the integration into separate pieces meaning that connecting a SOAP API to a RESTful API was not a challenge at all.

 

When is an error not an error?

There is a complex matrix of products and product mappings between the two systems and only tickets which meet certain criteria within this matrix will be accepted by ManageEngine. Tickets which are in the resolver groups for syncing but don’t meet the product mapping criteria need to be identified and updated.

Seamless has the ability to separate errors by type. Tickets which ManageEngine does not accept on the basis of product mapping are identified as “data errors” and forwarded directly to a team at our client. From here, they can be assessed and have the product data corrected (or possibly raise the prospect of adding to the product mapping). Once the product data is corrected, Seamless identifies the ticket as having been updated within Remedy and will attempt to sync it to ManageEngine again.

Recursyv Seamless

Recursyv is focused on making application integration easy to setup and easy to operate. Recursyv’s first integration went live in early 2017 and, since then, a growing number of companies are relying on Recursyv’s Seamless integration solution to keep applications in sync.

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv’s growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.

Getting fresh information into Freshdesk

Seamless has been listed in the Freshdesk Marketplace

Freshdesk

Recursyv’s Freshdesk application connector has been listed in Freshdesk’s integration library. The listing details our connector plugin allowing you to quickly deliver Freshdesk integration to any other application.

Freshdesk integration

One client who has already taken advantage of the connector to integrate Freshdesk with Dynamics is Feefo, the global reviews platform. Feefo’s sales and technical support teams are using different underlying applications meaning that sales (using Microsoft Dynamics) could not see open support tickets (managed within Freshdesk). Seamless is integrating ticket data from Freshdesk into Dynamics to give the sales team complete visibility of what is happening within their client base.

“We wanted to be sure that our sales teams were always fully informed before ringing customers. With Seamless we were able to quickly surface data from our helpdesk into our CRM.” – Wayne Elliot, Sales Manager, Feefo

Freshdesk offers intuitive, feature-rich, affordable customer support software. Freshdesk is part of a growing family of applications from Freshworks which covers all aspects of operating your business. This includes IT service desks, CRM, call center management, recruitment, messaging and online marketing.

Using the Seamless integration solution

Using the connector plugin requires subscribing to a Seamless integration and choosing to integrate to Freshdesk. Integrations can be configured by Recursyv or your own development team (using tooling provided by Recursyv). In most cases, the Freshdesk connector is being used to synchronise core data such as companies, contacts and tickets across systems although it is able to source and update all Freshdesk API accessible data.

Recursyv Seamless

Recursyv is focused on making application integration easy to setup and easy to operate. Recursyv’s first integration went live in early 2017 and, since then, a growing number of companies are relying on Recursyv’s Seamless integration solution to keep applications in sync.

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv’s growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.

Being dynamic with Dynamics 365 Integrations

Easily integrate with Microsoft Dynamics 365 using Recursyv’s Seamless connector plugin.

Recursyv’s Dynamics 365 Seamless connector plugin is now available for use.

The Dynamics 365 connector allows users to quickly setup Microsoft Dynamics 365 integrations to other applications. Seamless is Recursyv’s application integration service. Seamless connects different applications using connector plugins to accelerate deployment of new integrations. The Dynamics 365 connector allows users to retrieve/update all data within Dynamics including bespoke entities, data fields and lookup values.

“Using the Dynamics 365 connector allowed us to quickly integrate our Dynamics deployment with existing software. Without an option to quickly integrate to Autotask, we would’ve struggled to rollout the Dynamics solution as easily as we did.” – Craig Fisher, Director, Technica Solutions

Is there a need for a new Dynamics integration option?

There is already an established market of existing integration tools which work with Dynamics 365. These have a long heritage in the Dynamics community. In some cases, these tools have some inherent limitations which have been baked in as they’ve evolved. Often, extending the use of these tools beyond their current feature set is hard to achieve.

Seamless allows developers to extend connector plugins, including the Dynamics 365 plugin, using .NET. This allows developers to take advantage of Seamless core features while also providing the flexibility to disable unwanted features and develop bespoke features to meet specific business requirements.

In some cases, existing tools require additional infrastructure and cannot be operated as cloud-only services.

Seamless is delivered entirely in the cloud and requires no additional infrastructure. It is able to connect cloud and on-premises systems to enable true hybrid architectures.

What about tools provided alongside Dynamics 365?
Dynamics 365 enables users to write Azure aware custom plug-ins enabling data to be written to/from an Azure Service Bus. This approach has some structural limitations in that it is based on a trigger driven activity (i.e. when x happens, do y). This approach imposes some limitations on error handling (when a post to Azure fails) and underlying implications on system load within Dynamics.

Seamless is architected as a polling service, this allows it to be more robust in guaranteeing message delivery as well as in configuring its impact on Dynamics system load.

Azure aware Dynamics plugins are predicated on using an Azure Service Bus, requiring additional development to read/write data at the other end of the integration. It also requires the user to establish and manage their own Azure environment requiring them to learn a new technical stack.

Seamless is provided as a managed service connecting two more applications. Plugins already exist for a number of other applications and new plugins for bespoke use can be quickly developed using Seamless plugin framework.

The most recent Dynamics 365 version introduces a feature called Virtual Entities. Although Virtual Entities are great for displaying external data within the Dynamics UI, that data cannot be worked on, updated or analysed within Dynamics.

Seamless places the data into Dynamics 365 as data which can then be used for business processes, updated and synchronised back to the original data source.

Using the Seamless integration solution

The Dynamics 365 plugin is already live in a number of implementations connecting Dynamics to, among others, Autotask, Hoopla and Freshdesk.

Using the connector plugin requires subscribing to a Seamless integration and choosing to integrate to Dynamics 365. Integrations can be configured by Recursyv or your own development team (using tooling provided by Recursyv).

Recursyv Seamless

Recursyv is focused on making application integration easy to setup and easy to operate. Recursyv’s first integration went live in early 2017 and, since then, a growing number of companies are relying on Recursyv’s Seamless integration solution to keep applications in sync.

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv’s growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.