Microsoft Dynamics 365 and Monday integration + automation

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

Microsoft Dynamics 365
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Integrations

Quick Dynamics + monday.com integrations

Streamline your quote-to-cash process and maximize sales productivity with powerful Microsoft Dynamics 365 + monday.com integrations on the low-code Tray Platform. Our platform makes it easy for anyone to stand up robust integrations in minutes, without relying on IT. Just use our intuitive, 100% visual builder to drag and drop together MS Dynamics 365, monday.com, and any of your go-to applications. 

Need monday.com + MS Dynamics 365 connectors? Our platform empowers you to build API-level integrations quickly. Bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Now, you can save hours of manual work, boost collaboration across distributed teams, and freely flow your CRM and project management data wherever you need. 

And why stop with integrations? The Tray Platform also lets you stand up custom, multi-step monday.com + MS Dynamics 365 automation. Build automated workflows to boost productivity, shatter data silos, and surface actionable, game-changing insights. 

Microsoft Dynamics 365 and Monday 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)
View documentation
UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Archive boardMove item to groupUpdate multiple column valuesCreate itemList teamsUpdate column valueArchive itemCreate boardList boardsCreate updateDelete itemList users
View documentation

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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