Universal Connector

Microsoft Dynamics 365 and HeliumV integration + automation

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

Microsoft Dynamics 365 and HeliumV Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Query entity dataDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList one to many relationshipsList status attribute optionsRun fetch XML query (advanced)Update entityCreate entity
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We use this when we don't have approval to use a co logo but can still have connector name on site

HeliumV

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UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

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

To get data in and out of HeliumV, 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
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