Ho to do MS Dynamics integration with ServiceNow

[SravanK11377255]

<p>

Hi everyone,

I am looking to integrate MS Dynamics integration with ServiceNow and would appreciate some guidance on the best approach and best practices for this setup.

Could anyone share insights or documentation on the following:

• Best Method: Is it better to use the out-of-the-box Service Graph Connector for Microsoft Dynamics CRM, or should we build a custom integration using Integration Hub spokes / REST APIs?

• Data Sync: What is the recommended way to handle bi-directional data synchronization (e.g., accounts, contacts, or incidents)?

• Prerequisites: Are there any specific plugins, licensing requirements, or mid-server configurations we need to be aware of before starting?

If you have implemented this integration before, any tips, lessons learned, or links to helpful resources would be greatly appreciated!

Thanks .</P>

[Tanushree Maiti]

Hi  @SravanK11377255 

Refer:

Integrate with Microsoft Dynamics

https://www.servicenow.com/docs/r/integrate-applications/integration-hub/microsoft-dynamics-crm-spok...

Microsoft Dynamics CRM Spoke 

Key features

• Conversational AI Experience with:
  • Look up Contacts Subflow Sample
  • Look up Accounts Subflow Sample
  • Look up Opportunities Subflow Sample
  • Look up Leads Subflow Sample
  • Create Lead
• Account Management
  • Create Account
  • Look up Account Details
• Case Management
  • Create Case
  • Look up Case Details
• Contact Management
  • Create Contact
  • Look up Contact Details
• Lead Management
  • Create Lead
  • Look up Lead Details
• Metadata Retrieval
  • Look up Entities
  • Look up Entity Metadata
  • Look up Entity URL
  • Look up Field Choice List
• Opportunity Management
  • Create Opportunity
  • Look up Opportunity Details
• Record Management
  • Create Record
  • Delete Record
  • Look Up Records
  • Update Record
• Bi-directional webhook support
• AI Agents
  • Case Management
  • Record Management
  • Lead Management
  • Opportunity Management
  • Account Management
  • Contact Management