Microsoft Dynamics 365 and SAP ERP integration + automation

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

Integrations

SAP ERP + MS Dynamics integrations made easy

Building custom SAP ERP + Microsoft Dynamics 365 integrations is easier than ever before with the low-code Tray Platform. Anyone can use our visual, drag-and-drop interface to stand up seamless API integrations in minutes, without additional IT support.

Create integrations that sync data bi-directionally between SAP ERP, Microsoft Dynamics, and the rest of your tech stack. Connect and flow data from any data source including flat files such as CSVs and any cloud-based application— even data within custom fields.

Go beyond custom integrations and create powerful SAP ERP + MS Dynamics automation using the Tray Platform. Build automated processes that unsilo your tech stack, save hours of manual copy-paste data jobs, and empower your team to do more, faster.

Automation

Limitless SAP ERP + MS Dynamics automation

With the Tray Platform, you can design automated workflows that flow data between MS Dynamics, SAP ERP, marketing automation platforms, support tools, e-commerce platforms, accounting systems, and much more. Use automation to make your processes hyper-efficient and synchronize key finance, sales, and supply chain data.

Business users across the organization in finance, revenue operations, sales, marketing, and many other roles rely on our SAP ERP + MS Dynamics connectors to automate their mission-critical ERP processes at scale.

Our library of pre-built connectors, data helpers, and logic operators will empower you to build custom workflows that fit your unique needs. Using our platform, you can unify sales and finance records, create contract renewal alerts for your sales team, streamline your quote-to-cash processes, and so much more. SAP ERP + MS Dynamics automation can transform your tech stack into a well-oiled machine.

Use cases

Heavy-duty SAP ERP + MS Dynamics use cases

Even though our platform is easy to use, it is powerful enough to handle heavy-duty data jobs that process billions of records in SAP ERP, Microsoft Dynamics 365, and dozens of other systems. Our elastic, serverless architecture scales with your data needs, so you never have to worry about data limitations slowing you down.

SAP ERP and Microsoft Dynamics 365 power users use our platform to power many of their mission-critical processes. Need to sync order data between SAP ERP and Microsoft Dynamics to streamline the quote-to-cash handoff between sales and finance? Need to automate e-commerce order fulfillment, from purchase to delivery? With the Tray Platform, you can build these use cases and more with tools including ticketing systems such as Jira, CRMs such as Salesforce, workflow management solutions such as ServiceNow, and sales and marketing suites such as Hubspot.

Security and IT teams at leading firms trust the Tray Platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

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Microsoft Dynamics 365 and SAP ERP Connector Details

Microsoft Dynamics 365

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Create 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

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SAP ERP

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UsesFinance and Accounting, HR

CategoryERP Systems

Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of Microsoft Dynamics 365 and SAP ERP, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Microsoft Dynamics 365 and SAP ERP integrations down the road.

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