Microsoft Dynamics 365 CRM + OneDrive
Create folders in OneDrive for new leads in Microsoft Dynamics 365 CRM
Organize your sales process seamlessly by creating a new folder in OneDrive whenever a new lead is added in Microsoft Dynamics 365 CRM. This workflow helps you stay on top of your leads and ensures all relevant documents are stored in a centralized location, making it easier for your team to access and collaborate on essential files.
Organize your sales process seamlessly by creating a new folder in OneDrive whenever a new lead is added in Microsoft Dynamics 365 CRM. This workflow helps you stay on top of your leads and ensures all relevant documents are stored in a centralized location, making it easier for your team to access and collaborate on essential files.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Folder
Creates a new folder.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
