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Salesforce

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SAP SuccessFactors

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PlanSource

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ConnectWise

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Zoho CRM

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Mindbody

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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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Intercom unlocks new efficiencies with sales automation

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

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

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Customer Relationship Management (CRM)

Returns information about company specific schema.

Get company specific schema

Will send employee data into Paylocity Onboarding to help ensure an easy and accurate hiring process for subsequent completion into Web Pay.

Add employee to onboarding

Sends new employee data directly to Web Pay. Companies who use the New Hire Template in Web Pay may require additional fields when hiring employees.

Create employee

Sends new or updated employee primary state tax information directly to Web Pay.

Create/Update primary state tax

Sends new employee local tax information directly to Web Pay.

Create local tax

Will send partially completed or potentially erroneous new hire record to Web Link, where it can be corrected and competed by company administrator or authorized Paylocity Service Bureau employee.

Create staged employee

Sends new or updated employee earnings information directly to Web Pay.

Create/Update earning

Sends new or updated employee employee benefit setup information directly to Web Pay.

Create/Update employee benefit setup

Sends new or updated employee non-primary state tax information directly to Web Pay.

Create/Update non-primary state tax

Delete earning

Delete local tax

Get employee

Get All Company Codes for the selected company and resource.

List company codes

Returns a list of custom fields for a category.

List custom fields

Returns a list of earnings for an employee.

List earnings

Returns a list of employee data currently available in Web Pay.

List employees

Returns a list of local taxes for an employee.

List local taxes

Updates existing employee data in WebPay.

Update employee

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Integrations

Fast, easy, and robust Paylocity integrations

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Automation

Paylocity automation for any use cases

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Use cases

Stand up heavy-duty Paylocity automation

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For finance

Advanced Paylocity use cases for finance

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For recruiting

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Similar connectors to Microsoft Dynamics 365 and Paylocity

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

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

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

Microsoft Dynamics 365 and Paylocity integration + automation

Microsoft Dynamics 365 and Paylocity Connector Details

Popular Microsoft Dynamics 365 and Paylocity integrations

Microsoft Dynamics 365 and Paylocity templates