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  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Box + Microsoft Dynamics 365 CRM Integrations

How to connect Box + Microsoft Dynamics 365 CRM

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  • Box triggers, actions, and search
    New Comment
    Triggered when someone comments on a file in a folder you own/collaborate on.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New Event
    Triggered when a new event is performed (this is the activity stream).
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New File
    Triggered when you add a new file to a folder.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New Folder
    Triggered when you add a new folder.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    Task Assigned to You
    Triggered when you are assigned a task.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    Add User as Collaborator
    Adds an individual user as a collaborator on a folder.
    Action
    Write
  • Box triggers, actions, and search
    Add Comment to File
    Adds a comment to a file.
    Action
    Write
  • Box triggers, actions, and search
    Upload File
    Copy an already-existing file from another service to Box.
    Action
    Write
  • Box

    Creates a brand new folder at the path you specify.

    Scheduled

    Action

  • Box

    Moves or copies a file from one folder to another.

    Scheduled

    Action

  • Box

    Creates a brand new text (.txt) file from plain text content you specify.

    Scheduled

    Action

  • Box

    Adds a task to a file.

    Scheduled

    Action

  • Box

    Search for a specific file by name.

    Scheduled

    Action

  • Box

    Search for a specific folder by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a contact has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a lead has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when an opportunity has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Creates a new account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates an account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

    Scheduled

    Action

How Box + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Box and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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