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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.

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Integrations

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.

Automation

Microsoft Dynamics 365 + Segment automation

The Tray Platform gives you the power to deploy API level, multi-step automation that kick off an unlimited variety of operations, reacting to any trigger. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can build custom Microsoft Dynamics 365 + Segment automation to meet any use case.

Any business user in sales, marketing, demand generation, revenue operations, IT, and any other team across the organization can use low-code automation to boost sales velocity and drive sales pipeline. Now, you can freely flow data for leads, first-party data, opportunities, third-party data, and accounts across multiple tools. You can drive consistent data hygiene by dynamically updating missing lead fields in CRM records. Or, you can schedule regular data syncs to keep your lead records remain up-to-date.

You can easily connect Segment, Microsoft Dynamics 365, and any other tool in your tech stack, including your internal chat tool, helpdesk, marketing automation platform, intranet, business intelligence platform, e-commerce software, chatbot, and more.

Use cases

Drive data hygiene and improve sales outreach

The Tray Platform makes it easy for business users to build Microsoft Dynamics 365 + Segment integrations rapidly. Power users can also handle large-scale data projects that touch massive volumes of data daily. And no matter how your data usage changes, your workflows scale automatically.

Drive conversions and boost revenue with advanced Microsoft Dynamics 365 + Segment automation. Need to accelerate outreach by using customer data to dynamically fill in outdated lead fields? Need to streamline batch Segment upload jobs by automatically syncing lead data in real-time? Need to drive sales productivity by instantly populating complete lead demographic and firmographic context after you create a new CRM record? The Tray Platform can automate any use case since we also connect popular tools such as Microsoft Office 365, HubSpot, SharePoint, Slack, Shopify, Zendesk, Microsoft Teams, Jira, Power BI, Intercom, and many others.

IT teams at leading firms trust our enterprise-grade security. We are SOC 2 Type 2-certified and compliant with data privacy regulations, such as CCPA, GDPR, and HIPAA.

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Microsoft Dynamics 365 and Segment Connector Details

Microsoft Dynamics 365

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Query entity dataCreate entityDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList entity typesList one to many relationshipsList status attribute optionsRun fetch XML query (advanced)

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Segment

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UsesProduct, Marketing

CategoryCustomer Data Platform (CDP)

Triggers

On user aliasOn user identifyOn all messagesOn event trackOn group trackOn page trackOn screen track

Connector TypeTray Connector

Operations

Alias identitiesBatchGet Profile External ID's (Alpha)Get Profile Properties (Alpha)Get Profile Events (Alpha)Group userIdentify userTrack eventTrack pageGet Profile Traits (Alpha)

View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems