Microsoft Dynamics 365 CRM + Microsoft SharePoint integrations
Create new opportunities in Microsoft Dynamics 365 CRM from new folders in Microsoft SharePoint
Keep your sales and project teams on the same page by linking your Microsoft SharePoint and Microsoft Dynamics 365 CRM apps. With this workflow, every time a new folder is created in SharePoint, a corresponding opportunity is established in Dynamics 365 CRM. This seamless integration streamlines your process, ensuring no potential sales opportunity slips through the net, enhancing your team's efficiency and productivity.
- When this happens...New FolderTriggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.
- automatically do this!Create OpportunityCreates a new opportunity.
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More things you can do with Microsoft SharePoint and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Microsoft SharePoint and Microsoft Dynamics 365 CRM
- Site
- Document Library
- Folder
Try ItTriggerPolling- Site
- Document Library
- Folder
Try ItTriggerPolling- SiteRequired
Try ItTriggerPolling
- Site
- Document Library
- Folder
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling- Info
- Source SiteRequired
- Source Document LibraryRequired
- File or Folder IDRequired
- Destination SiteRequired
- Destination Document LibraryRequired
- Destination Folder
ActionWrite
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories
Related Zap Templates
- Create api requests in Microsoft SharePoint for new leads in Microsoft Dynamics 365 CRM
- Create and publish sharepoint pages for new Microsoft Dynamics 365 CRM leads
- Create new leads in Microsoft Dynamics 365 CRM for every new list item in Microsoft SharePoint
- Create sharepoint list items for new opportunities in Microsoft Dynamics 365 CRM
- Create new folders in Microsoft SharePoint for every new account in Microsoft Dynamics 365 CRM






