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Salesforce

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Asana

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Google Sheets

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Monday

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ConnectWise

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Airtable

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Copper

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Smartsheet

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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

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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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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.

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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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Sales

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The ultimate guide to automating the entire lead lifecycle

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

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

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

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Delete project

Delete a holiday for a user

Get project

Delete comment

List tasks

Get task

Create task

Delete task

List all comments for a todo

Update comment

Returns all the meetings for the specified user.

List all meetings for a user

Delete meeting

Get todo list

Update todo list

Delete todo list

Returns a list of all the comments in a project.

List all comments for a project

Get meeting

Returns the details of the specified todo.

Get todo

Create todo

Returns a list of all the todos that are not linked to a project.

List all todos without a project

List users

Delete todo

Returns a list of all the scheduled holidays for the team.

List team holidays

Update a team holiday

Create a team holiday

Delete a team holiday

Returns all the scheduled holidays of a user.

List holidays for a user

Schedules a holiday for the specified user.

Create a holiday for a user

List projects

Create project

Update project

Get user

Update task

Returns a list of all the comments for a user.

List all comments for a user

List meetings

Update meeting

Update a holiday for a user

List projects DDL

Create a comment

Create meeting

Create todo list

Update todo

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Workstack

Project Management

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

Customer Spotlight

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See all our connectors (Tertiary)

Similar connectors to Microsoft Dynamics 365 and Workstack

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

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

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

Microsoft Dynamics 365 and Workstack integration + automation

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