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

■Overview

This is a flow that creates a folder for each account in Dropbox when an account is registered in Microsoft Dynamics 365 Sales.

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

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■Recommended for

1. Companies using Microsoft Dynamics 365 Sales

・Those who manage accounts using Microsoft Dynamics 365 Sales but struggle to organize information for each account

・Those who want to automatically create folders for each account and centrally manage important documents

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2. Companies using Dropbox

・Those who use Dropbox regularly and want to efficiently manage data using cloud storage

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■Benefits of using this template

By integrating Microsoft Dynamics 365 Sales with Dropbox, a folder is automatically created each time an account is registered.
This allows for quick organization of documents related to individual accounts, improving file management efficiency.

Additionally, by consolidating related materials in one place, it becomes easier to search and share information, enhancing team productivity.

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■Notes

・Please integrate both Microsoft Dynamics 365 Sales and Dropbox with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

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

・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.