Use Cases for the Microsoft Dynamics CRM Integration with BeyondTrust Remote Support


You must purchase this integration separately from both your Remote Support software and your Microsoft Dynamics CRM solution. For more information, contact BeyondTrust sales.

Generate Session Key

Generate Session Key

Support staff can generate a session key that can be given to the end user over the phone or via email to initiate a support session that is automatically associated with the selected case.


Import BeyondTrust Session Data into Ticket

Session Associated View

BeyondTrust Session: Information

BeyondTrust Event: Customer Exit Survey

Once the session ends, the case is automatically updated with information gathered during the session including:

  • General Information
  • Chat Transcript (including files transferred, special actions, and other events)
  • Session Events
  • System Information (General section)
  • Session Notes
  • Surveys (customer and representative)