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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

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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

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Customer Relationship Management (CRM)

List of accounts that have been granted access to this team.

List accounts

List departments DDL

Retrieve a List of milestones for a project.

List milestones

Create milestone

List milestones DDL

Create person

Delete milestone

Delete person

Get the details of a single milestone by ID.

Get milestone

List people

Get the details of a single person by ID.

Get person

List people DDL

List projects

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

Raw HTTP request (advanced)

Update the details of a single milestone by ID.

Update Milestone

Update the details of a single person by ID.

Update Person

List departments

List projects DDL

Create department

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Similar connectors to Microsoft Dynamics 365 and Float

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

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

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

Microsoft Dynamics 365 and Float integration + automation

Microsoft Dynamics 365 and Float Connector Details

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