Connect ServiceNow to live Dynamics CRM data, securely.
CData Connect AI lets you plug any business application into any AI tool — like Dynamics CRM into ServiceNow — for live, trusted answers and actions with zero data copies.
Give Dynamics CRM rich semantic context and real-time data from ServiceNow so it can answer precisely and take safe, effective actions across your business.
Dynamics CRM:
Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage and analyze customer interactions and data. It offers tools for sales, marketing, and customer service teams to streamline processes, improve productivity, and drive revenue growth. With customizable features and integration capabilities, it enables businesses to build strong customer relationships.
ServiceNow:
ServiceNow’s agent framework and automation platform powers AI-driven workflows across ServiceNow IT Service Management (ITSM), ServiceNow Customer Service Management (CSM), ServiceNow HR Service Delivery (HRSD), and more. With Connect AI, you can give these agents live, governed business data from systems beyond ServiceNow—without copying it into tables or maintaining fragile integrations.
Popular ServiceNow & Dynamics CRM integration use cases
- Autonomous ITSM/CSM/HRSD agents — Enable Virtual Agent or Now Assist to resolve incidents, requests, and cases using real-time context from Dynamics CRM.
- Context-aware Flow Designer automations — Trigger workflows that take actions (approvals, escalations, assignments) based on live Dynamics CRM data.
- Cross-platform execution — Let ServiceNow agents orchestrate actions across ServiceNow and external systems using governed data from Dynamics CRM.
- Governed read/write access — Expose only approved operations on Dynamics CRM with full RBAC, masking, and request logging for audit-ready agent activity.
Learn more about CData Connect AI
Dynamics CRM to ServiceNow Features
Real-time data accessed in-place
Access data where it lives right now. Ensure data is always live, always retains its metadata and semantics, and always protected by source system permissions.
Semantic intelligence & preserved context
Expose your data's metadata, relationships, and context so AI has real understanding of your business without recreating it on top of a warehouse.
One connection to both explore and take action
Point-and-click connection setup that works for both queries and actions so you can set up integrations in minutes.
Enterprise security and governance
Pass through and edit role-based access control (RBAC) inherited from the source to users in AI and AI agents.
How It Works: Model Context Protocol (MCP)
Connect AI is first managed Model Context Protocol (MCP) platform for AI integration. Model Context Protocol (MCP) is an open standard for connecting AI assistants, agents, and automations to external tools and data.
With Connect AI's managed MCP platform, you can present your enterprise systems as standardized MCP tools and resources and call them directly from AI.
Instead of building and maintaining dozens of one-off MCP Servers, your AI simply calls one universal MCP URL from Connect AI, and gets governed access to live data from across your enterprise stack.
Getting Started is Easy:
- Configure data sources (Salesforce, NetSuite, Workday, SQL, Jira, etc.) in Connect AI.
- Create a 'Remote MCP' URL.
- Connect ServiceNow to your business data.
Get Started for FREE
Access live Dynamics CRM data in other popular AI tools
No complicated data movement, ETL, or data integration required. Securely connect live Dynamics CRM data with any AI tool that supports MCP. Select your preferred tool below to learn more.
