How to create a folder for each account in Google Drive when an account is registered in Microsoft Dynamics 365 Sales

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How to Create a Folder for Each Account in Google Drive When an Account is Registered in Microsoft Dynamics 365 Sales

When an account is registered in Microsoft Dynamics 365 Sales, you can receive that information using an API and automatically create a folder for each account through the Google Drive API.
By utilizing the no-code tool Yoom, you can easily achieve automation without programming knowledge.

The steps for this integration flow are broadly as follows:

• Integrate Microsoft Dynamics 365 Sales and Google Chat with My Apps
• Copy the template
• Set up triggers and actions
• Finally, verify if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in.

Step 1: Integrate Microsoft Dynamics 365 Sales and Google Chat with My Apps

1) After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed, and search for "Microsoft Dynamics 365 Sales" and "Google Chat" one by one from the search window.

After selecting Microsoft Dynamics 365 Sales, log in with the account you will use.

For more details, please check here.
My App Registration Procedure and Precautions in Microsoft 365 Services | Yoom Help Center

Similarly, after selecting Google Chat, log in with your Google account.

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed correctly.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, please click "OK".

When this screen is displayed, the copy has been completed successfully.

After the copy is complete, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, click them in order to set the operations.
The template will be saved in "My Projects".

Step 3: Set the Trigger

Click on "App Trigger: When a new account is created".

Step 4: Set the Action for Microsoft Dynamics 365 Sales

1) Select the action "When a new account is created" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the contract plan.
Refer to this for details on each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
Once the input is complete, click "Test" and after a successful test, click "Save".

Step 5: Set the Action for Google Chat

1) Return to the flow and click the icon "Integrate with App: Create a Folder".

2) Select the action "Create a Folder", enter the database ID, and click "Next".

3) Enter the required information.

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You can use the output information from Microsoft Dynamics 365 Sales to input.
Select from the options if necessary, and once completed, click "Save".

This completes the flow of 【Creating a folder for each account in Google Drive when an account is registered in Microsoft Dynamics 365 Sales】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, click "Turn ON Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time

Other Automation Examples Using Microsoft Dynamics 365 Sales and Google Drive

There are many other examples of automation using Microsoft Dynamics 365 Sales and Google Drive in Yoom, so here are a few to introduce.

1. Registering Business Card Images Submitted via Google Forms to Microsoft Dynamics 365 Sales Using OCR
This template reads business card images submitted via Google Forms using OCR, extracts information such as department names and job titles, and automatically registers them in Microsoft Dynamics 365 Sales.
This eliminates the need for manual data entry, prevents input errors, and is expected to improve the efficiency of sales activities.
Furthermore, as customer information can be quickly utilized, rapid follow-up is possible, which is expected to enhance the productivity of the sales team.

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2. Notify Google Chat when a lead is created in Microsoft Dynamics365 Sales
This template automatically notifies Google Chat with detailed information, including department name and person in charge, when a new lead is created in Microsoft Dynamics365 Sales.
This allows the sales team to quickly grasp the information of new leads and respond promptly.
The notification facilitates smooth information sharing, helping to seize business opportunities and improve the overall efficiency of the sales process.

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3. Add Leads to Google Sheets When Registered in Microsoft Dynamics 365 Sales
This template automatically adds information such as department names and person in charge to Google Sheets when a lead is registered in Microsoft Dynamics 365 Sales.
This allows for centralized management of lead information and eliminates the need for manual data entry.
As data is updated quickly, the sales team can easily strategize based on the latest information, leading to improved operational efficiency.

Summary

By integrating Microsoft Dynamics 365 Sales with Google Drive, you can expect improved operational efficiency for your sales team.
The mechanism of automatically creating folders on Google Drive when registering new clients eliminates the hassle of folder creation, allowing sales representatives to focus on important tasks and facilitating smooth information sharing among team members.
Additionally, centralized management of client-specific documents enables quick access to necessary information, enhancing the accuracy and speed of operations.
Moreover, by utilizing Yoom, this automation can be easily achieved without programming knowledge.
Please refer to the steps in this blog to set up the integration and help improve your business processes.

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