Microsoft Dynamics 365 integration + automation

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

Popular Microsoft Dynamics 365 integrations

Business professionals that want to integrate Microsoft Dynamics 365 with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

Create entity, Delete entity, List entity type attributes, List entity types, List one to many relationships, List status attribute options, Query entity data, Run fetch XML query (advanced), Get entity, Get user information

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Easy Microsoft Dynamics 365 Integrations

Stand up custom Microsoft Dynamics 365 integrations in minutes with the low-code Tray Platform. Anyone can use our intuitive drag-and-drop interface to connect to any data source or cloud service in their tech stack, without IT support.

Our platform gives business users the power to rapidly integrate their CRM with any data source, including flat files (such as CSV) and any other cloud-based tool, even using data within custom fields. With our Microsoft Dynamics 365 connector, it’s easy to build custom integrations that seamlessly flow data anywhere across your stack.

On top of standing up flexible integrations, you can also create automated workflows with our platform to bi-directionally sync all your prospect, customer, and opportunity data between your CRM and all your other important revenue tools. We give you the power to drive more pipeline, run a more-efficient sales process, and make data governance a snap.

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Automate Microsoft Dynamics 365

Build custom Microsoft Dynamics 365 automation to improve your sales process by unifying disparate prospect and customer data across the entire customer journey between all your revenue tools. The Tray Platform empowers any user to design automated processes that let you take full control over your data to enable your sales team to win more while improving data hygiene.

Our platform gives you the power to orchestrate multi-step workflows that help you scale out processes to win more deals while saving hours of manual work. With our library of pre-built connectors, data helpers, and custom logic operators, anyone can design highly specific workflows that automate your most important processes. 

Business users in sales, marketing, customer support, finance and many other teams across the organization can easily stand up custom automation to scale mission-critical tasks, such as speeding up outbound sequences, enriching customer profiles for faster follow-up, streamlining your deal desk, and much more.

Tray Embedded enables teams to scale and increase retention

Powerful Microsoft Dynamics 365 use cases

Business users love how easy it is to start building on the Tray Platform. Power users love how the platform can handle large-scale data jobs, processing billions of events every day. And because of our elastic, serverless architecture, our platform scales with your evolving data needs.

The Tray Platform makes it easy for anyone to get the absolute most out of their CRM and other important revenue tools. Need to batch update leads with full context across all your customer-facing channels for improved sales execution? Need to improve data hygiene and regularly reconcile obsolete customer profiles? You can design custom automated workflows for any use case since we also integrate with important tools such as Power BI, Shopify, SAP, Microsoft Outlook, Quickbooks, and many others.

Also, security teams trust the Tray Platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular Customer Relationship Management (CRM) Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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