Microsoft Dynamics 365 and Ironclad integration + automation

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

Microsoft Dynamics 365 and Ironclad 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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Ironclad

Ironclad

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UsesFinance and Accounting, Sales, Vertical
CategoryContract Management
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)Replace recordAdd workflow commentCreate recordCreate record attachmentCreate workflowCreate workflow asyncDelete recordDownload workflow documentGet async workflow launch statusGet published workflow schemaGet record
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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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