When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in OneDrive.

■Overview

This is a flow that creates a folder for each account in OneDrive when an account is registered in Microsoft Dynamics365 Sales.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who manage customers with Microsoft Dynamics 365 Sales and manage customer information and related files with OneDrive

・Those who want to automate the process of creating folders in OneDrive to improve work efficiency

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2. Those who manage files with OneDrive

・Those who store documents for each account in OneDrive for centralized management
・Those who feel it is cumbersome to create a folder every time a new account is added

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■Benefits of using this template

Many people create folders for each account in OneDrive to manage documents.
However, creating a folder every time a new account is registered is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each account in OneDrive when an account is registered in Microsoft Dynamics365 Sales], you can streamline customer information management and make sales activities smoother.
You can use the saved time for other tasks, which is expected to improve productivity.

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■Notes

・Please connect both Microsoft Dynamics365 Sales and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.