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.

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

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

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

None

Operations

Archive board, Create item, Archive item, Create board, Create column, Create group, Create notification, Create tag, Create update, Delete itemShow all

See documentation >
sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Microsoft Dynamics 365 logoMonday logo

Microsoft Dynamics 365 + Monday

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. 

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