Now, you can execute automated workflows that kick off an unlimited variety of operations inside each app you connect. With the Tray Platform, you can tightly integrate your project management and sales tools to satisfy any use case. Business users in sales, sales operations, finance, IT, e-commerce, revenue operations, and many other teams across the organization love using our platform to deploy custom monday.com + MS Dynamics 365 automation. 

The Tray Platform makes anything possible. For example, you can auto-generate tasks in response to key sales activities such as RFP approvals, lead responses, event follow-ups, and more. You can trigger targeted outreach emails after you complete key tasks in the order-to-cash process. Or, you can sync your CRM, ERP, and monday.com to streamline manual reviews, approvals, and handoffs to onboard customers faster and maximize efficiency. 

Deeply connect MS Dynamics 365, monday.com, and any other tool, including your business intelligence platform, managed services software, e-commerce platform, internal chat tool, accounting software, ERP, marketing automation platform, and others. Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows to fit your exact business needs.

The Tray Platform quickly lets anyone stand up MS Dynamics 365 + monday.com integrations. Our platform also has the power to carry out large-scale data processes that push billions of events every day. And if your data needs change, our elastic, serverless architecture ensures your workflows scale with you. 

Harness the power of advanced Dynamics + monday.com automation to get the absolute most out of your CRM and project management software. Need to stay on top of time-sensitive sales activities by scheduling recurring tasks with due dates? Need to accelerate the quote-to-cash lifecycle by unifying your CRM and project management data and flowing it across your tech stack? Need to sync CRM, ERP, and other sales and marketing data to generate rich dashboards for leadership? The Tray Platform can automate any use case since we also connect important tools such as Slack, HubSpot, Salesforce, Microsoft Outlook, Magento 2, QuickBooks, and many others.

IT professionals trust our platform’s enterprise-grade security with their most sensitive information. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.