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.
Customer Relationship Management (CRM)
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
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.