Salesforce-icon-color

Salesforce

Zendesk Sell

Gmail - Icon

Gmail

hunter

Hunter

xverify

Xverify

iContact - Icon

iContact

ConnectWise - Icon

ConnectWise

Kickbox-icon-color

Kickbox

Copper - Icon

Copper

Pipedrive - Icon

Pipedrive

Zoho CRM - Icon

Zoho CRM

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Streak-icon-color

Streak

Pipeliner-icon-color

Pipeliner

AgileCRM-icon-color

Agile CRM

Dynamo - Icon

Dynamo

Virtuous-icon-color

Virtuous CRM

Freshsale

Freshsales

Omnisend - Icon

Omnisend

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

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

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

Jellyvision - Card

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

segment-color-logo

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

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Customer Relationship Management (CRM)

Create attribute

Create group attribute

Create group receiver

Add given tags to a receiver for a given group.

Create group receiver tags

List groups

Updates receivers or create new ones if email does not exist.

Create or update group receivers

Create receiver tags

Return a specific receiver of a certain group.

Get group receiver

Returns a list of local or global attributes.

List attributes

Return a list of all blacklisted email addresses.

List blacklisted emails

Returns a list of local group attributes for a given group ID.

List group attributes

Return a list of blacklisted email addresses for a given group ID.

List group blacklisted emails

Return a list of global or group receivers.

List receivers

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP Request (Advanced)

Submit a list of emails and return valid ones that are not blacklisted.

Validate emails

CleverReach - Icon

CleverReach

Email

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

cvent-logo-white

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

Customer Spotlight

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua

Lorem ipsum dolor

UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

Logo - Beyond Finance - White

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Tray.io > Tray.ai animation DARK

Homepage Tray.ai logo animation DARK

Tray.io > Tray.ai Animation - LIGHT

Homepage Tray.ai logo animation LIGHT

See all our connectors (Tertiary)

Similar connectors to Microsoft Dynamics 365 and CleverReach

G2-2024-spring_creative

Tray is the leading AI ready integration and automation platform

Details - Double

Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

Header CTA Banner (Connectors) - Welcome to Tray.ai

Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

First Name

Last Name

Submit (Get a demo)

How did you hear about Tray - Interactive Tour (Hidden)

offer_type (interactive tour)

Salesforce Campaign ID (Interactive Tour)

Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

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

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

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

Microsoft Dynamics 365 and CleverReach integration + automation

Microsoft Dynamics 365 and CleverReach Connector Details

Popular Microsoft Dynamics 365 and CleverReach integrations

Microsoft Dynamics 365 and CleverReach templates