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Dropbox + Microsoft Dynamics 365 CRM

Create text files in Dropbox for new contacts in Microsoft Dynamics 365 CRM

Effortlessly maintain an organized record of new contacts in your Microsoft Dynamics 365 CRM by saving them as text files in Dropbox. With this workflow, each time a new contact is added to your CRM, a text file will be created in Dropbox, making sure all your relevant information is instantly saved and readily accessible. Streamline your contact management process and enjoy a seamless, efficient experience.

Effortlessly maintain an organized record of new contacts in your Microsoft Dynamics 365 CRM by saving them as text files in Dropbox. With this workflow, each time a new contact is added to your CRM, a text file will be created in Dropbox, making sure all your relevant information is instantly saved and readily accessible. Streamline your contact management process and enjoy a seamless, efficient experience.

  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 Text File

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

    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
    • 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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