Microsoft Dynamics 365 CRM + ShareFile
Create ShareFile client users from new Microsoft Dynamics 365 CRM contacts
Streamline your client management process with this seamless workflow between Microsoft Dynamics 365 CRM and ShareFile. When you add a new contact in Dynamics 365 CRM, a client user will be created in ShareFile, saving you time and ensuring consistency across your platforms. Stay organized and enhance collaboration with this efficient automation.
Streamline your client management process with this seamless workflow between Microsoft Dynamics 365 CRM and ShareFile. When you add a new contact in Dynamics 365 CRM, a client user will be created in ShareFile, saving you time and ensuring consistency across your platforms. Stay organized and enhance collaboration with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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