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Microsoft Dynamics 365 and PEX integration + automation

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

Microsoft Dynamics 365 and PEX Connector Details

Microsoft Dynamics 365

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
View documentation
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Fund cardGet business summaryGet card holderOrder cardRaw HTTP request (advanced)Zero card

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
Udemy

Tray is the leading AI ready integration and automation platform

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