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Salesforce

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QuickBooks Online

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ConnectWise

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Pipedrive

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Copper

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Stripe

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Streak

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Mindbody

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Sage Intacct

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SugarCRM

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Zoho CRM

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Pipeliner

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Agile CRM

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Aircall

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

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Customer Relationship Management (CRM)

Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

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Finance and Accounting

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Adaptive Insights

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Similar connectors to Microsoft Dynamics 365 and Adaptive Insights

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

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

Integrate Microsoft Dynamics 365 and Adaptive Insights 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 Adaptive Insights and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Adaptive Insights integration + automation

Microsoft Dynamics 365 and Adaptive Insights Connector Details

Popular Microsoft Dynamics 365 and Adaptive Insights integrations

Microsoft Dynamics 365 and Adaptive Insights templates