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SeeClickFix Connect for Microsoft Dynamics 365

  • Updated:

Important Note

  • The license for the third-party software's Application Programming Interface (API) utilized for this integration may require additional cost from that vendor. Please confirm your organization's API access and license with your third-party vendor.

 

Requirements

  • Performing any installation and configuration of the remote system required by the integration.
  • Maintaining any applicable licenses and support agreements for the remote system.
  • Providing access to a test environment (sandbox system), before the start of implementation.
  • The implementation timeline will officially commence when SeeClickFix has confirmed connectivity and authentication with the remote system.
  • Coordinating communication and support inquiries with the remote system vendor, if/when necessary.
  • Notifying SeeClickFix in advance of any planned upgrades to the remote system, or any configuration changes that could impact the integration, so that testing can be planned for.

 

Features

Cross-product correlations:

 

SeeClickFix Microsoft Dynamics 365
Request Categories Subjects
Request Cases/Incidents
Request Comments Annotations
Request Images Case Attachments

 

Submitting a Request

The integration will send SeeClickFix requests to Dynamics 365 as cases, as they are created.

  • Images
    • Images attached to a SeeClickFix request will be sent to Dynamics 365 as case attachments. SeeClickFix will fetch image attachments from the Dynamics 365 cases, importing those marked Public.

 

Submitting Comments

  • Send Comments
    • Public comments on a SeeClickFix request will be sent to Dynamics 365 as case comments.
  • Fetch Comments
    • SeeClickFix will fetch comments from a Dynamics 365 case, those marked Public.

 

Checking for Updates

The integration will sync changes from Dynamics 365 cases, on a scheduled basis.

  • The integration will close the SeeClickFix request when the Dynamics case is resolved.
  • The integration can post additional updates to the SeeClickFix request, based on other detectable changes to the Dynamics case (Status = In Progress).

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