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

List entities (raw filter)

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

Create entity

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

List entity type attributes

List entity type attributes DDL

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

Update entity

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

Get entity

List party navigation property names DDL

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

List status attribute options

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

Delete entity

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Retrieves stored information about the user.

Get user information

List entity types in Microsoft Dynamics 365

List entity types

List one to many relationships

List entity types DDL

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

List entities

List entity set attributes DDL

List entity sets DDL

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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.

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Intercom unlocks new efficiencies with sales automation

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

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

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Customer Relationship Management (CRM)

Create contact record

Delete contact record

Retrieve an individual contact record by ID

Get contact record

Get a contact record's activity facts and scores.

Get contact record fact and score data

Get list

Get message report

Get a drilldown report for a specific email message

Get message report drilldown

Check whether upsert async contact record upload is complete

Get upsert upload status

Add/remove individual records from multiple subscription category by email address.

Opt in / Opt out email from multiple subscription categories

List all lists

List messages

Get a list of subscriptions listed by category.

List subscription categories

List subscription categories DDL

Get a list of categories that an email address has explicitly opted into.

List subscription category opt ins by email

Get a list of records specifically opted out of a specific category

List subscription opt outs

Add/remove individual contact records from a subscription category by email address

Opt in / Opt out email from subscription category

Update a contact record in a list using its ID

Update contact record

Update an existing record or insert a new contact record using the email address that you specify using the following logic. If the email address exists in the list, only the first record matching that email address is updated with the data you provide. If the email address is not already in the list, a new record is added. Please take note that this means that any duplicate records are NOT updated.

Upsert contact record

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Act-On

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Similar connectors to Microsoft Dynamics 365 and Act-On

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

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

Integrate Microsoft Dynamics 365 and Act-On 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 Act-On and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Act-On integration + automation

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