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Microsoft Dynamics 365 CRM + OneDrive

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

Easily keep track of new contacts in your Microsoft Dynamics 365 CRM by creating a text file in OneDrive for every new addition. This automation helps ensure all vital contact information is saved and organized, making it simple to access and reference when needed. Save time and enhance organization with this efficient workflow between Microsoft Dynamics 365 CRM and OneDrive.

Easily keep track of new contacts in your Microsoft Dynamics 365 CRM by creating a text file in OneDrive for every new addition. This automation helps ensure all vital contact information is saved and organized, making it simple to access and reference when needed. Save time and enhance organization with this efficient workflow between Microsoft Dynamics 365 CRM and OneDrive.

  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!
    OneDriveOneDrive
    Create New 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
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About 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.

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