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Dropbox + Microsoft Dynamics 365 CRM

Create Dropbox files for new Microsoft Dynamics 365 CRM contacts

Effortlessly store essential information for your new Microsoft Dynamics 365 CRM contacts by uploading their details to Dropbox. With this streamlined automation, whenever you add a new contact in Microsoft Dynamics 365 CRM, their data will be saved as a file in Dropbox. This workflow makes organizing and accessing your contact information more efficient, saving you time and ensuring vital data is always at your fingertips.

Effortlessly store essential information for your new Microsoft Dynamics 365 CRM contacts by uploading their details to Dropbox. With this streamlined automation, whenever you add a new contact in Microsoft Dynamics 365 CRM, their data will be saved as a file in Dropbox. This workflow makes organizing and accessing your contact information more efficient, saving you time and ensuring vital data is always at your fingertips.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    DropboxDropbox
    Upload File

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn moreHelp

Related categories

  • File Management & Storage

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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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