Microsoft Dynamics 365 and Velocify integration + automation

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

Popular Microsoft Dynamics 365 and Velocify 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

Sales

Category

Sales Performance Management (SPM)

Connector type

Tray Connector

Triggers

None

Operations

Create field, Create field group, Create lead action, Get lead, List action types, List field groups, List field types, List field types, List fields, List lead IDsShow all

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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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Tray.io is the leader in low-code automation

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Popular Customer Relationship Management (CRM) and Sales Performance Management (SPM) Connectors

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