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Salesforce

Zendesk Sell

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SalesforceIQ

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ConnectWise

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Mindbody

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Copper

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SugarCRM

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Pipedrive

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Zoho CRM

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Streak

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Agile CRM

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Virtuous CRM

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Pipeliner

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Freshsales

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Dynamo

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Clearbit

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Insightly

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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Intercom unlocks new efficiencies with sales automation

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

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

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Customer Relationship Management (CRM)

Retrieve contact information by email address.

Get contact by email

Retrieve a list of all address books in the account.

List address books

Create a contact data field within the account.

Create contact data field

Create a contact and add to address book.  If contact is existing, then update contact information and add to address book.

Create or update contact in address book

Retrieve a list of any address books that a contact is in.

List contact address books

Lists all contact data fields within the account.

List contact data fields

List contact data fields DDL

Retrieve a list of all contacts in the account.

List contacts

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

Raw HTTP request (advanced)

List contacts DDL

Retrieve a list of all contacts in a given address or segment by ID.

List contacts in address book

List address books DDL

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Dotdigital

Data Enrichment

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Similar connectors to Microsoft Dynamics 365 and Dotdigital

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

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

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

Microsoft Dynamics 365 and Dotdigital integration + automation

Microsoft Dynamics 365 and Dotdigital Connector Details

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