Skip to content
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Microsoft SharePoint logoMicrosoft SharePoint logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Microsoft SharePoint logoMicrosoft SharePoint logo

Microsoft Dynamics 365 CRM + Microsoft SharePoint

Microsoft Dynamics 365 CRM + Microsoft SharePoint

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.

  1. When this happens...
    New Folder
    New Folder
    New FolderTriggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.
  2. automatically do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new opportunity.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Info
    • Source Site
      Required
    • Source Document Library
      Required
    • File or Folder ID
      Required
    • Destination Site
      Required
    • Destination Document Library
      Required
    • Destination Folder
    Action
    Write
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.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sharepoint logo
About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories

Related Zap Templates