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Microsoft Dynamics 365 and DocuSign integration + automation

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

Microsoft Dynamics 365 and DocuSign Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create entityDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList entity typesList one to many relationshipsList status attribute optionsQuery entity dataRun fetch XML query (advanced)
View documentation
DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template
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

Tray is the leading AI ready integration and automation platform

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