Salesforce-icon-color

Salesforce

ServiceNow - Icon

ServiceNow

Zendesk Sell

LivePerson LiveEngage

LivePerson

Lever - Icon

Lever

AgileCRM-icon-color

Agile CRM

Aircall - Icon

Aircall

SalesforceIQ-icon-color

SalesforceIQ

Retention Rocket

Zendesk-icon-color

Zendesk

Mindbody - Icon

Mindbody

Freshdesk-icon-color

Freshdesk

Intercom - Icon

Intercom

Pipedrive - Icon

Pipedrive

Gainsight - Icon

Gainsight

Insightly-icon-color

Insightly

Dynamo - Icon

Dynamo

Drift - Icon

Drift

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Customer Relationship Management (CRM)

Totango 1

Integration

Totango integrations made easy

Totango 2

Automation

Powerful Totango automation

Totango 3

Use cases

Scalable + efficient customer support

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

zendesk-color-logo

Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

create-a-churn-risk-detection-system blog post cover image

create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

Totango-icon-color

Totango

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

See all our connectors (Tertiary)

Similar connectors to Microsoft Dynamics 365 and Totango

Connector Awards

Tray.io is the leader in low-code automation

Details - Single & Double

Start your free trial

Offer Type (Trial)

Campaign ID: Trial

Work Email

Company Name (Clearbit)

First Name (Clearbit)

Last Name (Clearbit)

Phone (Optional)

Company size (Clearbit)

Tray Form Contentful ID - Trial Multistep form

Arrow Button →

You’re only minutes away from joining thousands of organizations using the power of Tray

Sign up to Tray

G2 Crowd Winter 2024

Trial Multistep (pt 1)

Help us customize your experience by telling us a bit about what you would like to do

Personalize your setup

Trial Multistep (pt 2)

Trial Multistep form

Trial Mulitstep Form - Primary Style

Select the type of demo you’d like

Get a demo

Offer Type (multiple choice)

Job Title (Clearbit + Conditional - Company Size 1-99)

Solution Partner Contact - Conditional (Company Size 1-99 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 101-249 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 250-499 & Offer Type 1:1 Demo)

Are you a student?

Plans with Tray.io - Conditional (Demo 1:1)

Submit (Get a demo)

Modal Demo Multi (1351)

Get a demo (platform - secondary)

Trials + Demo | MAIN SITEWIDE CTA

Microsoft Dynamics 365 and Totango integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Totango connector, which connects any services without the need for separate integration tools.

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

Integrate Microsoft Dynamics 365 and Totango with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Microsoft Dynamics 365 and Totango and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Totango integration + automation

Microsoft Dynamics 365 and Totango Connector Details

Popular Microsoft Dynamics 365 and Totango integrations

Microsoft Dynamics 365 and Totango templates