Microsoft Dynamics 365 and CleverReach integration + automation

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

Microsoft Dynamics 365 and CleverReach Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Query entity dataCreate entityDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList entity typesList one to many relationshipsList status attribute optionsRun fetch XML query (advanced)
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CleverReach

CleverReach

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UsesMarketing
CategoryEmail
Connector TypeTray Connector
Operations
Create attributeCreate group attributeCreate group receiverCreate group receiver tagsList groupsCreate or update group receiversCreate receiver tagsGet group receiverList attributesList blacklisted emailsList group attributesList group blacklisted emails
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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