Microsoft Dynamics 365 and Microsoft Teams integration + automation

On top of Microsoft Dynamics 365 + Microsoft Teams connectors, you’ll also need dynamic, multi-step workflows to take your revenue team communication to the next level. The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows for any unique need.

Any business user in sales, marketing, customer support, demand generation, growth, IT, revenue operations, and any other team across the organization can use our platform to build custom Microsoft Dynamics 365 + Microsoft Teams automation. Now, you can freely flow data for leads, messages, opportunities, videos, accounts, and chat transcripts between any app. You can easily share sales wins and losses with your organization in Teams channels. Or, you can automatically generate CRM records according to chat messages.

You drag and drop to connect Microsoft Dynamics 365, Microsoft Teams, and any other tool in your tech stack, including your marketing automation platform, helpdesk, business intelligence platform, e-commerce software, managed services software, project management tool, video conferencing software, and more. 

The Tray Platform makes it easy for business users to build Microsoft Dynamics 365 + Microsoft Teams integrations rapidly. Power users can also utilize our platform to handle large-scale data projects that touch massive volumes of data daily. And because of our elastic, serverless architecture, your workflows scale as your data needs change.

Drive sales collaboration and boost conversions with robust Microsoft Dynamics 365 + Microsoft Teams automation. Need to streamline deal approvals by automatically notifying relevant stakeholders with direct messages? Need to instantly receive notifications for key sales activities such as monthly quotes, won deals, lost deals, and demo calls? Need to provide sales reps with full context by flowing chat transcripts and video recordings across any tool? The Tray Platform can automate any use case since we also connect popular tools such as Microsoft Outlook, Asana, Trello, HubSpot, SharePoint, Zendesk, Slack, Bullhorn Power BI, and many others. 

IT professionals trust our platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.