Universal Connector

Microsoft Dynamics 365 and FinancialForce integration + automation

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

Microsoft Dynamics 365 and FinancialForce Connector Details

Microsoft Dynamics 365 logo

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList entity typesList one to many relationshipsRun fetch XML query (advanced)Delete entityList status attribute optionsQuery entity data
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FinancialForce

FinancialForce

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UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use FinancialForce connector available at the moment.

To get data in and out of FinancialForce, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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