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

■Overview

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

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

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■Recommended for

1. Those who manage accounts using Microsoft Dynamics365 Sales

・Those who want to automatically create dedicated folders for each account to reduce manual work

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2. Those who use Google Drive for file storage and sharing

・Those who want to securely save important account information and make it easily accessible

・Those who want to improve file management efficiency and facilitate smooth collaboration

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■Benefits of using this template

By integrating Microsoft Dynamics365 Sales with Google Drive, folders for each account are automatically created.
This eliminates the need for sales representatives to manually create folders, allowing them to work more efficiently.

Additionally, since account information is organized and stored, you can quickly access the necessary information.
Smoother access to information enhances sales activities and facilitates communication with accounts.

As a result, you can expect improved customer satisfaction and expanded business opportunities.

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■Notes

・Please integrate both Microsoft Dynamics365 Sales and Google Drive with Yoom.

・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

・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.