Microsoft Dynamics 365 and Salesforce integration + automation
Microsoft Dynamics 365 and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular Microsoft Dynamics 365 and Salesforce integrations
Microsoft Dynamics 365 and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationCreate entityDelete entityList one to many relationshipsList party navigation property names DDLList status attribute optionsQuery entity dataRun fetch XML query (advanced)List entity type attributesList entity type attributes DDLList entity typesList entity types DDLGet entity
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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