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Salesforce

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Zuora

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ConnectWise

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Pipedrive

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Streak

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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

LEAD-LIFECYCLE

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

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

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

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

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Retrieve an organization and its information using its ID

Get organization

List organizations that the current authenticated user is associated with.

List organizations

List users in organization

List audit logs of events

Retrieve a domain and its information using its ID

Get domain

List domains belonging to an organization

List domains in organization

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Atlassian

Contact Management

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Similar connectors to Microsoft Dynamics 365 and Atlassian

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

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

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

Microsoft Dynamics 365 and Atlassian integration + automation

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