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Integrate Microsoft Dynamics CRM with OneDrive

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

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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 OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

OneDrive Integrations
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Best ways to Integrate Microsoft Dynamics CRM + OneDrive

  • Microsoft Dynamics CRM Integration OneDrive Integration

    Microsoft Dynamics CRM + OneDrive

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

    Microsoft Dynamics CRM + OneDrive

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

    Microsoft Dynamics CRM + OneDrive

    Upload File in OneDrive when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    OneDrive Integration Upload File
  • Microsoft Dynamics CRM Integration OneDrive Integration

    Microsoft Dynamics CRM + OneDrive

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

    Microsoft Dynamics CRM + OneDrive

    Create New Text File to OneDrive from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    OneDrive Integration Create New Text File
  • 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 + OneDrive in easier way

It's easy to connect Microsoft Dynamics CRM + OneDrive 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 File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

    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

  • Create Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

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

How Microsoft Dynamics CRM & OneDrive 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 OneDrive 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 OneDrive.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and OneDrive

Microsoft Dynamics CRM

Microsoft Dynamics is a customer relationship management (CRM. software application designed for use in businesses that need to track their sales, marketing and service efforts. The application was developed by Microsoft in 2001 and started as a small project. It has evpved into Microsoft’s flagship CRM product and is available in more than 30 languages.

In 2013, Microsoft launched the new version of Microsoft Dynamics CRM, which was a major overhaul of the product. It included support for mobile devices and cloud computing to help companies connect with their customers over smartphones and tablets.

OneDrive

OneDrive is a file hosting service operated by Microsoft that offers cloud storage, file synchronization, personal cloud, and client software. OneDrive comes with free storage space that allows consumers to easily upload, access, and share files from a variety of devices such as PCs, phones, and tablets. OneDrive also allows users to share files and cplaborate on them.

Integration of Microsoft Dynamics CRM and OneDrive

The integration of Microsoft Dynamics CRM and OneDrive is not only important but extremely helpful for business organizations.

First, it lets you manage your marketing campaigns better. You can directly create and publish your marketing campaigns on OneDrive using the OneDrive for Business app. You can also use the OneDrive for Business app to upload documents from the computer or device to a SharePoint document library. By uploading your documents to OneDrive for Business, you can easily share it with team members.

Second, you can use the Microsoft Dynamics CRM Mobile App for Windows Phone to develop a mobile spution for your organization. The mobile app makes it easier for you to do business on the go. With this app, you have access to all of your company data right on your phone. You can access customer records and do some basic editing tasks on the go, like adding or updating information. You can also send or receive emails, create tasks, or log activities on the go.

Third, you can use the OneDrive for Business app with Microsoft Dynamics CRM 2015 to gain better contrp over your data. You can now synchronize all your data between your desktop computers and mobile devices via the cloud. This means you are assured that all your data are always backed up in OneDrive. You can access all your data on any device when you need it, regardless of where the data is stored.

Benefits of Integration of Microsoft Dynamics CRM and OneDrive

The process to integrate Microsoft Dynamics CRM and OneDrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.