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

■Overview

This is a flow that creates a folder for each client in Microsoft SharePoint when a client 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 use Microsoft Dynamics365 Sales for client management

・Those who want to efficiently manage and share client information

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2. Companies that use Microsoft SharePoint for document management

・Those who want to organize and manage client-related documents

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■Benefits of using this template

By using this template, folders are automatically created in Microsoft SharePoint based on the information registered in Microsoft Dynamics365 Sales.
This saves the trouble of manually creating folders and improves work efficiency.

Additionally, since folders are automatically generated for each client, document management is centralized, making it easier to access the necessary information.
Proper file management becomes easier, facilitating smooth team operations and ultimately improving productivity.

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■Notes

・Please connect Yoom with both Microsoft Dynamics365 Sales and Microsoft SharePoint.

・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 both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.