MS Dynamics integration with ServiceNow

SravanK11377255
Tera Contributor

<p>

Hi everyone,

I have a requirement to integrate MS Dynamics integration with ServiceNow Strategic Portfolio Management (SPM).


Requirement:

 

If Sales threshold for an oppurtunity in Microsoft Dynamics is > 70 then it should create a demand Automatically in SPM by copying basic oppurtunity details

Any guidance, step-by-step approaches, or documentation on how to fulfill this requirement would be highly appreciated.</p>

1 REPLY 1

Tanushree Maiti
Tera Patron

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
Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti