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We are currently running CRM 2015 but will be upgrading to CRM 2016 in the next few weeks. We are an on premise install too running the legacy Adxstudio portal, not the new Dynamics 365 portal.
I'm trying to figure out the best way to display Jira issues though the portal for our customers. I would prefer not to have to code a customer solution in the portal and would rather use the existing OOB functionality of displaying CRM data through my portal. So, what I'm looking for are recommendations on how I can bring Jira data into my CRM environment automatically rather than running an import daily although this is probably how I will begin the progress. I have seen thorough an internet search that there are some codeless integration solutions that might work but I have no experience with any of these tools.
Our Jira install is local too some maybe a data loading process could be built directly between the databases and I might just be overthinking this.
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Hi Mason,
You have three options to make it.
First is to make an integration (batch or online), where you load the jira data and create or update inside the dynamics CRM using the "Dynamics CRM SDK" to make this. It is possible to create this integration using solutions like SSIS and Biztalk for batch
Second is to acquire specialized software that does this for you (here some samples of this kind of solution zapier.com/.../microsoft-dynamics and www.go2group.com/.../crm-plugin-jira)
The last one is to create one form with an Iframe, just put the page of Jira Inside the Dynamics CRM. This is not a god option, because the data is not inside the Dynamics CRM Database, and couldn't help you to make search’s or automation using those Jira information
About create an integration between the two databases, this is not recommended and not supported by Microsoft Dynamics CRM Rules. For do that, just using SDK(www.microsoft.com/.../details.aspx).
I hope this information can help you
Best regards
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