Microsoft Dynamics 365 and Segment integration + automation

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

Popular Microsoft Dynamics 365 and Segment integrations

Uses

Marketing, Sales

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

Marketing, Product

Category

Customer Data Platform (CDP)

Connector type

Tray Connector

Triggers

On user alias, On user identify, On all messages, On event track, On group track, On page track, On screen trackShow all

Operations

On user alias, On user identify, On all messages, On event track, On group track, On page track, On screen trackShow all

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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.

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Microsoft Dynamics 365 logoSegment

Microsoft Dynamics 365 + Segment

Microsoft Dynamics 365 + Segment integrations

Anyone can use the low-code Tray Platform to stand up custom Microsoft Dynamics 365 + Segment integrations—without needing extensive IT support. We make it easy for you to deeply connect your CRM, customer data platform, and any data source in minutes.

Looking for Microsoft Dynamics 365 + Segment connectors to ensure data hygiene at scale and improve sales execution? Using our platform’s visual, drag-and-drop interface, you can rapidly connect any data source. You can bi-directionally sync FTPs, email, webhooks, flat files (such as CSVs), and any other software, even using data within custom fields.

Furthermore, you can use the Tray Platform to build custom Microsoft Dynamics 365 + Segment automation to boost sales productivity and win more deals. We make it easy for you to launch scalable, multi-step workflows that streamline sales outreach and drive revenue. Now, you can spend less time on manual tasks and more time on more-strategic work such as closing more deals and building a world-class sales organization.

Popular Customer Relationship Management (CRM) and Customer Data Platform (CDP) Connectors

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The Tray Platform is...

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Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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