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Microsoft Dynamics 365 and Velocify integration + automation

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

Microsoft Dynamics 365 and Velocify Connector Details

Microsoft Dynamics 365

Microsoft Dynamics 365

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Query entity dataDelete entityGet entityGet user informationList entitiesList entities (raw filter)List entity type attributesList one to many relationshipsList status attribute optionsRun fetch XML query (advanced)Update entityCreate entity
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Velocify logo

Velocify

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
View documentation

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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