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Get Started FreeTriggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new file to a folder.
Triggered when you add a new folder.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Search for a specific file by name.
Search for a specific folder by name.
Moves or copies a file from one folder to another.
Upload a file to specific folder.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new file to a folder.
Triggered when you add a new folder.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Search for a specific file by name.
Search for a specific folder by name.
Moves or copies a file from one folder to another.
Upload a file to specific folder.
Choose Microsoft Dynamics CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Box as the action app from the list.
Connect your Box account & authenticate it.
Select the data you want to send from Microsoft Dynamics CRM to Box & your AI Agent is ready!
New Contact
Add Comment to File
New Contact
Add Task to File
New Contact
Create Folder
New Contact
Add User as Collaborator
New Contact
Move Or Copy File
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.
Box lets you keep all your businesses files in one place for simple online collaboration.
The integration between Microsoft Dynamics CRM and Box is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Microsoft Dynamics CRM with Box, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Dynamics CRM-Box integration:
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