Important Note
The license for the third-party software's 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 311 CRM has confirmed connectivity and authentication with the remote system.
Coordinating communication and support inquiries with the remote system vendor, if/when necessary.
Notifying SeeClickFix 311 CRM 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 311 CRM | Microsoft Dynamics 365 |
|---|---|
Request Categories | Subjects |
Request | Cases/Incidents |
Request Comments | Annotations |
Request Images | Case Attachments |
Submitting a Request
The integration will send SeeClickFix 311 CRM requests to Dynamics 365 as cases, as they are created.
Images
Images attached to a SeeClickFix 311 CRM request will be sent to Dynamics 365 as case attachments. SeeClickFix 311 CRM will fetch image attachments from the Dynamics 365 cases, importing those marked Public.
Submitting Comments
Send Comments
Public comments on a SeeClickFix 311 CRM request will be sent to Dynamics 365 as case comments.
Fetch Comments
SeeClickFix 311 CRM 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 311 CRM request when the Dynamics case is resolved.
The integration can post additional updates to the SeeClickFix 311 CRM request, based on other detectable changes to the Dynamics case (Status = In Progress).