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Dropbox + Microsoft Dynamics 365 CRM

Create shared Dropbox links for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your new contacts and share important documents by connecting Microsoft Dynamics 365 CRM and Dropbox. With this workflow, whenever you add a new contact in Microsoft Dynamics, a shared link will be generated in Dropbox. This makes it easy to collaborate with team members, ensuring that essential files are accessible to everyone involved. Say goodbye to manual file sharing and streamline your business processes with this seamless integration.

Effortlessly manage your new contacts and share important documents by connecting Microsoft Dynamics 365 CRM and Dropbox. With this workflow, whenever you add a new contact in Microsoft Dynamics, a shared link will be generated in Dropbox. This makes it easy to collaborate with team members, ensuring that essential files are accessible to everyone involved. Say goodbye to manual file sharing and streamline your business processes with this seamless integration.

  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
    Create Shared Link

    Creates a shared link for a file.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
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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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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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