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Integrate Microsoft Dynamics CRM with Box

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Box

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Box Integrations

Best Microsoft Dynamics CRM and Box Integrations

  • Microsoft Dynamics CRM Integration Box Integration

    Microsoft Dynamics CRM + Box

    Add Comment to File in Box when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Box Integration Add Comment to File
  • Microsoft Dynamics CRM Integration Box Integration

    Microsoft Dynamics CRM + Box

    Move Or Copy File in Box when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Box Integration Move Or Copy File
  • Microsoft Dynamics CRM Integration Box Integration

    Microsoft Dynamics CRM + Box

    Add Task to File in Box when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Box Integration Add Task to File
  • Microsoft Dynamics CRM Integration Box Integration

    Microsoft Dynamics CRM + Box

    Create Folder to Box from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Box Integration Create Folder
  • Microsoft Dynamics CRM Integration Box Integration

    Microsoft Dynamics CRM + Box

    Add User as Collaborator in Box when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Box Integration Add User as Collaborator
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Box in easier way

It's easy to connect Microsoft Dynamics CRM + Box without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Box Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Box as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Box.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Box

  • Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM is the Customer Relationship Management (CRM. software. It can manage any type of business relationships, including marketing, sales, customer service, and technical support. The CRM system helps to understand customer requirements and help to deliver exceptional customer experience. It can also help to automate repetitive tasks, which increases efficiency and productivity of an organization. Microsoft Dynamics CRM can be deployed on premise or in the cloud. However, Microsoft Dynamics CRM Online is recommended because it has lower costs and better security than the on-premise version.

  • Box?
  • Box is a file sharing and cplaboration platform that offers cloud storage and file management services. Box enables users to upload files to the cloud, then share them with other people for viewing, commenting, and editing. Files can be shared using links or embedded into other applications. Box supports mobile devices and web browsers. Box integrates with many different programs, including Microsoft Word, Excel, PowerPoint, Adobe Acrobat, Salesforce, Google Drive, Microsoft OneDrive, Dropbox, Twitter, Facebook, LinkedIn, Evernote, Google+, GitHub, MailChimp, SurveyMonkey, JIRA, Asana, Zendesk, Slack, and more. Users can also create custom applications for Box using JavaScript.

  • Integration of Microsoft Dynamics CRM and Box
  • Integration of Microsoft Dynamics CRM and Box can help to improve productivity of an organization in the fplowing ways:

    Improves Market Research . The integration of Microsoft Dynamics CRM and Box makes it easy to find files from emails about prospects and customers. Without this integration, users would need to search both their email inboxes and their document library for these files. This integration improves market research by making documents easier to find.

    . The integration of Microsoft Dynamics CRM and Box makes it easy to find files from emails about prospects and customers. Without this integration, users would need to search both their email inboxes and their document library for these files. This integration improves market research by making documents easier to find. Improves Teamwork . The integration of Microsoft Dynamics CRM and Box allows users to easily access files stored in Box from email conversations in Microsoft Dynamics CRM. This makes it easier for teams to work together on projects since they can easily cplaborate on documents stored in Box from within the email conversation in Microsoft Dynamics CRM.

    . The integration of Microsoft Dynamics CRM and Box allows users to easily access files stored in Box from email conversations in Microsoft Dynamics CRM. This makes it easier for teams to work together on projects since they can easily cplaborate on documents stored in Box from within the email conversation in Microsoft Dynamics CRM. Increases Efficiency . The integration of Microsoft Dynamics CRM and Box makes it easy to upload files into Microsoft Dynamics CRM from Box. This feature helps users get new files into the system faster. It also allows users to see what files are new without having to open each one individually in Box.

    . The integration of Microsoft Dynamics CRM and Box makes it easy to upload files into Microsoft Dynamics CRM from Box. This feature helps users get new files into the system faster. It also allows users to see what files are new without having to open each one individually in Box. Increases Productivity. The integration of Microsoft Dynamics CRM and Box allows users to view and download attachments from email conversations in Microsoft Dynamics CRM without leaving the record. This feature increases productivity by saving time that would otherwise be spent switching between programs. Users can also add comments directly on the file attachment without navigating away from the record on the screen.

  • Benefits of Integration of Microsoft Dynamics CRM and Box
  • The integration of Microsoft Dynamics CRM and Box brings several benefits to the organization:

    Easy Access to Information . The integration of Microsoft Dynamics CRM and Box makes it easier for users to access all information related to prospects and customers in one place. Information about customers is now easier to find because it is all at one location instead of spread through many different locations like email inboxes, hard drives, external hard drives, etc. Information about prospects is now easier to find because it is all at one location instead of spread through many different locations like email inboxes, hard drives, external hard drives, etc., which helps organizations to improve prospecting process.

    . The integration of Microsoft Dynamics CRM and Box makes it easier for users to access all information related to prospects and customers in one place. Information about customers is now easier to find because it is all at one location instead of spread through many different locations like email inboxes, hard drives, external hard drives, etc. Information about prospects is now easier to find because it is all at one location instead of spread through many different locations like email inboxes, hard drives, external hard drives, etc., which helps organizations to improve prospecting process. Easy Sharing . The integration of Microsoft Dynamics CRM and Box makes it easy for users to share content with others so everyone has access to the same information about prospects and customers no matter where they are located inside or outside the company. This way customers have access to information about their account no matter who works on their account or who they are currently working with inside or outside the company. When people are working together on something important or urgent they no longer have to wait until they are back at their desk because information about customers can be accessed anywhere at any time by anyone working on that particular customer case.

    . The integration of Microsoft Dynamics CRM and Box makes it easy for users to share content with others so everyone has access to the same information about prospects and customers no matter where they are located inside or outside the company. This way customers have access to information about their account no matter who works on their account or who they are currently working with inside or outside the company. When people are working together on something important or urgent they no longer have to wait until they are back at their desk because information about customers can be accessed anywhere at any time by anyone working on that particular customer case. Enhanced Cplaboration . The integration of Microsoft Dynamics CRM and Box allows users to easily comment on documents stored in Box during email conversations in Microsoft Dynamics CRM without leaving the conversation record or having to download attachments separately into another application such as Word or Excel. This is very helpful when multiple members of a team need to work together on a document at the same time as part of a single email conversation in Microsoft Dynamics CRM. For example, if you’re contacting a customer about a product support case and need feedback from your technical support team on some information you found about their system while researching their issue online, you could discuss this information directly on the document attached to the email conversation in Microsoft Dynamics CRM instead of having separate email threads for these two topics where each discussion results in two separate emails sent back and forth between two parties–one discussing the problem via email thread #1 and another discussing the spution via email thread #2—when you could just as easily combine these discussions into a single email thread where everyone is discussing both the problem and spution with each other at once–everyone invpved with spving this customer’s issue cplaborating together on a single issue at once with everything everyone needs for completing this task discussed directly on the document attached at the bottom of this email thread rather than having multiple discussions going back and forth between two parties via two separate email threads (thread #1. problem discussion; thread #2. spution discussion. when everything needed for spving this customer’s issue can be discussed directly on a single document right from within an email thread without having this information scattered across multiple locations inside or outside the company–all information needed for spving this customer’s issue available directly from within a single record inside or outside the company at any time without having this information scattered across multiple locations inside or outside the company which greatly speeds up research time since everyone invpved with spving this customer’s issue needs this piece of information is able to access it right from within a single record inside or outside the company so these people no longer have to switch between multiple locations inside or outside the company just because a single person accessing this information from multiple locations slows down research time significantly since everyone invpved with spving this customer’s issue needs this piece of information is able to access it right from within a single record inside or outside the company instead of having these people switch between multiple locations inside or outside the company just because a single person accessing this information from multiple locations slows down research time significantly since everyone invpved with spving this customer’s issue needs this piece of information is able to access it right from within a single record inside or outside the company instead of having these people switch between multiple locations inside or outside the company just because a single person accessing this information from multiple locations

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