Microsoft Dynamics 365 and LinkedIn integration + automation

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

Integrations

Rapid LinkedIn + Dynamics 365 integrations

Lift your CRM and social media processes to new heights with powerful Microsoft Dynamics 365 + LinkedIn integrations on the low-code Tray Platform. Easily build robust, API-level integrations in minutes, without relying on IT. Bi-directionally sync Dynamics 365, LinkedIn, and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.

Need LinkedIn + Microsoft Dynamics 365 connectors to get the absolute most out of CRM and social media data? Our platform empowers you to build game-changing integrations so you can save hours of manual work and maximize productivity. Use our 100% visual builder to drag and drop together integrations between LinkedIn, Dynamics 365, and any other go-to application in your tech stack.

And easy integrations are just the beginning. You can also use the Tray Platform to deploy dynamic, multi-step, automated workflows to take full advantage of your CRM and social data. Design LinkedIn and Dynamics 365 automation to find the hottest leads, and drive hyper-personalized engagement at scale.

Automation

Automate Dynamics 365 + LinkedIn with ease

Whether you work in marketing, sales, revenue operations, customer support, e-commerce, IT, or any other team, you can rapidly stand up custom LinkedIn + Dynamics 365 automation. Our full suite of pre-built connectors, data helpers, and custom logic operators lets you architect fully customized automation to meet your unique business needs.

Give your sales reps full context into hot leads by collecting LinkedIn Sales Navigator data and sales record data from your CRM along with the most important conversations held via email, chat, and other channels. Streamline the sales-to-support handoff by flowing CRM data across your project management platform and other tools to rapidly onboard new customers. Improve lead engagement by triggering personalized follow-up emails to leads that interact with your LinkedIn ads. With the Tray Platform, the possibilities are limitless.

Our platform empowers you to kick off any operation based on any custom trigger. Flexibly automate Dynamics 365 and LinkedIn and any other tool, including your marketing automation platform, customer data platform, business intelligence tool, email, e-commerce platform, accounting software, ERP, and more.

Use cases

Limitless Dynamics 365 + LinkedIn use cases

Our platform is powerful enough to manage heavy-duty data jobs pushing billions of records daily. Plus, your workflows will always scale no matter how your data needs change, thanks to our elastic, serverless architecture.

Need to improve return on ad spend by using insights from Dynamics 365 to hyper-personalize your LinkedIn ad campaigns? Need to unify data from LinkedIn, LinkedIn Sales Navigator, your CRM, and any other tool to generate rich dashboards that track ad engagement and conversions across the funnel? Need to centralize your ad and CRM records by flowing data across your data warehouse? We can automate any use case since we connect any popular tool, including HubSpot, Salesforce, Zendesk, NetSuite, Zoho CRM, Pipedrive, and more.

We’ve made enterprise-grade security a top priority. The Tray Platform is SOC 2 Type 2-certified, and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.

Microsoft Dynamics 365 and LinkedIn Connector Details

Microsoft Dynamics 365

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

List entities (raw filter)Create entityQuery entity dataList entity type attributesUpdate entityGet entityList status attribute optionsDelete entityRun fetch XML query (advanced)Get user informationList entity typesList one to many relationships

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UsesMarketing

CategorySocial Media Management

Connector TypeTray Connector

Operations

Batch modify DMP segment companiesBatch modify DMP segment usersCreate DMP segmentCreate ad campaignGet DMP segmentGet ad accountGet ad campaignGet current memberGet lead formGet lead form responseGet member organization access control informationGet organization details by URN

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