Microsoft Dynamics 365 and Workstack integration + automation

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

Microsoft Dynamics 365 and Workstack Connector Details

Microsoft Dynamics 365 logo

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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Workstack logo

Workstack

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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Delete projectDelete a holiday for a userGet projectDelete commentList tasksGet taskCreate taskDelete taskList all comments for a todoUpdate commentList all meetings for a userDelete meetingand 18 more...

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
Sean Passanisi, Senior Manager, Sales and Marketing Operations
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