Salesforce-icon-color

Salesforce

Zendesk Sell

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Koncert - Icon

Koncert

Copper - Icon

Copper

Streak-icon-color

Streak

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Zoho CRM - Icon

Zoho CRM

Outreach-icon-color

Outreach

Salesloft - Icon

Salesloft

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Showpad

Virtuous-icon-color

Virtuous CRM

AgileCRM-icon-color

Agile CRM

Dynamo - Icon

Dynamo

Aircall - Icon

Aircall

Insightly-icon-color

Insightly

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)

Create lead

Retrieves the basic details on an account.

Get account

List lead statuses DDL

Create a new user associated with your account.

Create user

Download lead file attachment

Get lead

Retrieves a single organization's information.

Get org

Get flattened (or nested) information on the given org units and the hierarchical structure.

Get organization structure

Get a webhook subscription for your SalesRabbit forms, given the subscription ID.

Get subscription

Get multiple users associated with your account.

List users

Get details of an existing user associated with your account.

Get user

List forms DDL

Get available lead custom fields. Additional lead custom fields can be defined in your SalesRabbit settings.

List lead custom fields

List lead custom fields DDL

List lead files DDL

List lead status IDs DDL

Get available lead statuses. Additional lead statuses can be defined in your SalesRabbit settings.

List lead statuses

List leads

List leads DDL

List org units DDL

Get the webhook subscriptions for your SalesRabbit forms.

List subscriptions

List subscriptions DDL

List user role names DDL

List user roles with permissions

List users DDL

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

Raw HTTP request (advanced)

Update lead

Create custom form response

Delete lead

Get lead status

Get a list of your published SalesRabbit forms.

List forms

List org units

Update details of an existing user associated with your account.

Update user

Upload file to lead

A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams.

List model IDs DDL

Trigger this workflow when the selected form is submitted via a webhook. Use the main Webhook operation to subscribe to all forms ("catch-all") or multiple forms. 

Single form webhook

Trigger this workflow when a user submits a form via a webhook.

Webhook

SalesRabbit Trigger

SalesRabbit - Icon

SalesRabbit

Sales Enablement

"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 SalesRabbit

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

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

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

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

Microsoft Dynamics 365 and SalesRabbit integration + automation

Microsoft Dynamics 365 and SalesRabbit Connector Details

Popular Microsoft Dynamics 365 and SalesRabbit integrations

Microsoft Dynamics 365 and SalesRabbit templates