Microsoft Dynamics 365 and Boostr integration + automation

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

Microsoft Dynamics 365 and Boostr Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Query entity dataDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList one to many relationshipsList status attribute optionsRun fetch XML query (advanced)Update entityCreate entity
View documentation
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Get stageCreate accountCreate contactCreate dealCreate deal productGet IOGet accountGet contactGet dealGet deal productGet productList IOs
View documentation

Tray 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
Udemy

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