Microsoft Dynamics 365 and Tableau Desktop integration + automation

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

Popular Microsoft Dynamics 365 and Tableau Desktop 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

All

Category

Business Intelligence (BI)

Connector type

Universal Connector

Triggers

None

Operations

None

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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With the Tray platform you can connect any web service

Powerful Dynamics + Tableau integrations

Unsilo your data to unlock insights that drive revenue with robust Microsoft Dynamics 365 + Tableau integrations on the low-code Tray Platform. Connect to any data source, including flat files (such as CSVs) and any cloud software—even using data within custom fields. Our platform makes it easy for anyone to stand up game-changing integrations in minutes, without relying heavily on IT. 

Now, anyone in your organization can freely flow data across your CRM, ERP, business intelligence tool, and any other systems in your tech stack. Just use our 100% visual, drag-and-drop builder to create powerful new Dynamics + Tableau integrations that unlock sales-boosting data insights. Bi-directionally sync your revenue data with any other data source to visualize insights and help your sales team win more. 

And why stop with integrations? Our platform also empowers you to rapidly craft custom, multi-step Microsoft Dynamics 365 + Tableau automation. Use these automated workflows to surface hidden data insights that drive marketing performance, boost sales efficiency, and supercharge sales productivity. 

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Endless Tableau + Dynamics automation

Need Tableau + MS Dynamics connectors to streamline sales and marketing processes and take full control of your data analytics? Use powerful and flexible Dynamics + Tableau automation to scale all your mission-critical processes. The Tray Platform makes it easy to connect Dynamics, Tableau, and any other tool, including your marketing automation platform, data warehouse, sales engagement software, web chat tool, project management platform, and more. 

Business users in analytics, business operations, sales operations, revenue operations, finance, sales, marketing, and other teams across the organization depend on our platform to stand up multi-step workflows to up-level their data visualization use cases. Now, you can track lead status and generate hard-hitting sales reports by better-visualizing lead data from your CRM. You can also bulk import CRM and ERP data into your data warehouse to generate real-time dashboards in your data visualization tool. Or, you can turbocharge sales productivity by dynamically syncing data insights across your stack to share anywhere, with anyone.

With our full suite of pre-built connectors, data helpers, and custom logic operators, you have the power to design custom automated processes that meet your exact needs. There are infinite possibilities with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Supercharge sales with data-driven insights

Power users love using the Tray Platform to handle heavy-duty use cases touching billions of records daily. Our platform’s elastic, serverless architecture lets you easily scale your workflows up or down according to your changing data requirements. 

Need to attain a holistic view of your sales cycle by creating a comprehensive sales deck that reports on leads, territories, pipeline, and revenue? Need better visibility into marketing campaigns performance by auto-updating CRM fields with key metrics? Need to streamline sales execution by tracking projects such as opportunities, territories, sales rep assigned, deal size, pipeline, and revenue, all in one place? The Tray Platform can automate any use case since we also integrate with other tools such as Salesforce, Pipedrive, HubSpot, Jira, Slack, Zendesk, Dropbox, and many others.

We’ve made enterprise-grade security a top priority. The Tray Platform is SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA. 

Popular Customer Relationship Management (CRM) and Business Intelligence (BI) Connectors

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The Tray Platform is...

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Flexible

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Easy

Easy

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Powerful

Powerful

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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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