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Salesforce

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ServiceNow

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Lever

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Aircall

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SalesforceIQ

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Pipeliner

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Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

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Customer Relationship Management (CRM)

Create helpdesk ticket

Create deal note

List notes by deal

List milestones DDL

Update task

Create task

Update deal

Get company

List deals

List tracks

List tracks DDL

Update a contacts properties (not including tags, star or lead values)

Update contact

Update company properties (not including tags, star or lead values)

Update company

Create company

Delete contact (company) note

Delete deal

Retrieve a list of tasks. Can be filtered if required.

List tasks

List criteria types DDL

Update deal note

Get task

Create deal

Create contact

Create note and relate it to a contact/company

Create contact note

List notes by contact

List property subtypes DDL

List ticket filter IDs DDL

Retrieve a list of helpdesk tickets. Can be filtered if required.

List helpdesk tickets

Delete contact

List companies

Delete company

Delete helpdesk ticket

Get contact

List contacts

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Microsoft Dynamics 365 and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Agile CRM connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Agile CRM connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and Agile CRM with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Microsoft Dynamics 365 and Agile CRM and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Agile CRM integration + automation

Popular Microsoft Dynamics 365 and Agile CRM integrations

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Microsoft Dynamics 365

Agile CRM

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