■Overview
This is a flow that creates a folder for each account in Box when an account is registered in Microsoft Dynamics365 Sales.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage accounts using Microsoft Dynamics365 Sales
・Those who want to centrally manage account information and access it smoothly
2. Those who use Box as a cloud storage service
・Those who use Box regularly and want to automatically create and manage folders for accounts
・Those who want to organize documents by account and make them easy to share within the team
■Benefits of using this template
By integrating Microsoft Dynamics365 Sales with Box, you have the advantage of automatically creating a folder for each account in Box when an account is registered.
Using this flow allows for quick organization of registered account information, saving time and effort.
As a result, it improves the efficiency of management tasks and prevents important information from being overlooked or lost, thereby enhancing the accuracy of operations.
Additionally, centralized management enables smooth information sharing among team members, strengthening the collaborative framework.
■Notes
・Please connect both Microsoft Dynamics365 Sales and Box with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 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). If you are not subscribed to the general business plan, authentication may fail.
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