Salesforce-icon-color

Salesforce

HubSpot - Icon

HubSpot

Salesforce Pardot - Icon

Salesforce Pardot

Zendesk Sell

Salesforce Marketing Cloud - Icon

Salesforce Marketing Cloud

SalesforceIQ-icon-color

SalesforceIQ

ConnectWise - Icon

ConnectWise

Remarkety - Icon

Remarkety

Mindbody - Icon

Mindbody

Copper - Icon

Copper

SugarCRM - Icon

SugarCRM

Marketo - Icon

Marketo

Pipedrive - Icon

Pipedrive

Zoho CRM - Icon

Zoho CRM

Streak-icon-color

Streak

Ometria

Opal

AgileCRM-icon-color

Agile CRM

MailChimp

Mailchimp

Virtuous-icon-color

Virtuous CRM

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

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

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Customer Relationship Management (CRM)

Get campaign object fields DDL

Create or merge a contact by looking for an existing contact with a matching unique field and merges supplied data with existing data. If no unique field is supplied or if no existing contact has a matching unique field field, a new contact will be created. Recommended to avoid unwanted duplicate mailings. While merging on the unique_id field is supported, merging on the id field is not, and may cause unintended consequences.

Create or merge a contact

Get contact object fields DDL

Get a list of Contacts using various search parameters.

List contacts

Retrieve the IDs of contact objects or custom objects by their email field.

Get object IDs by email

Retrieve the meta data for the contact object.

Get contact object metadata

Get group object fields DDL

Get specific campaign info

List campaigns DDL

Get tag object fields DDL

List all fields DDL

Get a list of Campaigns using various search parameters.

List campaigns

List contacts DDL

Retrieves information about the fields and sections an object has. If a section name is passed, only the fields in that section will be returned. If a field name is passed, only that field information will be returned. By default, this endpoint returns all sections and fields for a specified object.

List fields and sections in object

Get a list of Groups using various search parameters.

List groups

List groups DDL

List the field meta data for the specified object.

List object types

List object types DDL

List objects based on given parameters. The conditions parameter will only succeed if no object IDs are given.

List objects

List objects DDL

List sections DDL

List sequences

List sequences DDL

Get a list of Tags using various search parameters.

List tags

List tags DDL

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

Raw HTTP request (advanced)

Subscribe one or more objects to one or more campaigns or sequences.

Subscribe object to campaign or sequence

Update fields and sections in an object record. The section MUST exist in order to update it. Any fields that do not already exist will be created.

Update fields and sections in object

Update an existing object with given data

Update object data

Ontraport 1

Integrations

Low-code + flexible Ontraport integrations

Ontraport 2

Automation

Ontraport automation for any use case

Ontraport 3

Use cases

Sales and marketing automation at scale

Ontraport

Marketing Automation Platform (MAP)

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

cvent-logo-white

Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua

Lorem ipsum dolor

UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

Logo - Beyond Finance - White

Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Tray.io > Tray.ai animation DARK

Homepage Tray.ai logo animation DARK

Tray.io > Tray.ai Animation - LIGHT

Homepage Tray.ai logo animation LIGHT

See all our connectors (Tertiary)

Similar connectors to Microsoft Dynamics 365 and Ontraport

G2-2024-spring_creative

Tray is the leading AI ready integration and automation platform

Details - Double

Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

Header CTA Banner (Connectors) - Welcome to Tray.ai

Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

First Name

Last Name

Email

Submit (Get a demo)

How did you hear about Tray - Interactive Tour (Hidden)

Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

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

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

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

Microsoft Dynamics 365 and Ontraport integration + automation

Microsoft Dynamics 365 and Ontraport Connector Details

Popular Microsoft Dynamics 365 and Ontraport integrations

Microsoft Dynamics 365 and Ontraport templates