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Universal Connector

Microsoft Dynamics 365 and cb insights integration + automation

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

Microsoft Dynamics 365 and cb insights Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
List entities (raw filter)Create entityQuery entity dataList entity type attributesUpdate entityGet entityList status attribute optionsDelete entityRun fetch XML query (advanced)Get user informationList entity typesList one to many relationships
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cb insights

cb insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use cb insights connector available at the moment.

To get data in and out of cb insights, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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

Tray is the leading AI ready integration and automation platform

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