Microsoft Dynamics 365 and Copper integration + automation

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

Microsoft Dynamics 365 and Copper 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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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
Update opportunityUpdate personCreate leadCreate opportunityCreate personDelete leadDelete opportunitySearch leadsSearch opportunitiesSearch peopleDelete personCompany exists?and 41 more...
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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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