Microsoft Dynamics 365 and Microsoft Teams integration + automation

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

Microsoft Dynamics 365
Microsoft Teams
Integrations

MS Dynamics 365 + MS Teams integrations

Supercharge your sales organization’s collaboration with custom Microsoft Dynamics 365 + Microsoft Teams integrations. The low-code Tray Platform makes it easy for you to rapidly connect your CRM, collaboration platform, and any data source—without needing extensive IT support.

Even if you don’t have technical experience, our platform gives anyone the power to stand up powerful integrations. Using our 100% visual interface, you can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, email, webhooks, and any other cloud application, even using data within custom fields. Now, you can flow your lead and chat data anywhere across your tech stack. 

Integrations are only the beginning. You can also use the Tray Platform to deploy custom Microsoft Dynamics 365 + Microsoft Teams automation to take your sales collaboration to the next level. We empower you to launch flexible, multi-step workflows that enhance sales productivity and drive conversions. Now, you can improve sales execution, win more deals, and scale mission-critical sales processes.

Microsoft Dynamics 365 and Microsoft Teams Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Query entity dataDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList one to many relationshipsList status attribute optionsRun fetch XML query (advanced)Update entityCreate entity
View documentation
Microsoft Teams

Microsoft Teams

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UsesAll
CategoryCollaboration
Connector TypeTray Connector
Operations
Add member to groupAdd owner to groupGet groupList user teamsRaw HTTP request (advanced)Remove member from groupRemove owner from groupRemove tab from channelSearch group OneDrive itemsUnarchive teamAdd tab to channelArchive teamand 16 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
Udemy

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