Create Box folder for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Box Integration
Microsoft Dynamics 365 CRM + Box Integration
Integrate Box to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Upload files, create leads, update contacts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
New folder item is created in Box- New comment is created in Box
- New event is created in Box
- Task is assigned in Box
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Upload file in Box
- Search file in Box
- Add task to file in Box
- Add comment to file in Box
- Create Folder in Box
- Search folder in Box
- Move/Copy file in Box
- Get file request in Box
- Add user as collaborator in Box
- Copy file request in Box
- Create text file in Box
Trusted by experts at...
Ready Workflows for Box + Microsoft Dynamics 365 CRM Integration
Create leads, organise files, keep CRM records updated, alert your team, and send follow-ups, all in just one click.
Most popular automation
Create Box text file for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Box Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Box + Microsoft Dynamics 365 CRM flow
Connect customer files to your email, chat, and support tools to manage follow-ups across your entire stack. Pick a combination and activate it in one click.
+
Microsoft Outlook (4)
Microsoft Outlook (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
DocuSign (3)
DocuSign (3) +
Zoom (3)
Zoom (3) +
Jira Software Cloud (3)
Jira Software Cloud (3) B
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Create a Microsoft Dynamics 365 CRM lead when a new folder item is created in Box, and send an email in Microsoft Outlook
New folder items in Box instantly create a lead in Microsoft Dynamics 365 CRM and notify your team via Microsoft Outlook.
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When a contact is created in Microsoft Dynamics 365 CRM, upload the file in Box and send a confirmation email in Microsoft Outlook
New Microsoft Dynamics 365 CRM contacts trigger file uploads in Box and confirmation emails in Microsoft Outlook automatically.
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Create a task in Box when an opportunity is updated in Microsoft Dynamics 365 CRM, and send a status update via Microsoft Outlook
Opportunity updates in Microsoft Dynamics 365 CRM generate tasks in Box and send update emails in Microsoft Outlook.
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Use ChatGPT to summarise new Microsoft Dynamics 365 CRM notes, create a text file in Box, and email it via Microsoft Outlook
ChatGPT summarises Microsoft Dynamics 365 CRM data to generate a Box text file and email it through Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Box
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Box Triggers & Actions
What can you automate with Box + Microsoft Dynamics 365 CRM?
Streamline your document workflows and CRM updates with ready-made automation capabilities.
🔄
Sync Box files to Microsoft Dynamics 365 CRM records
Automatically create leads, contacts, or accounts in Microsoft Dynamics 365 CRM whenever new folder items or comments are added in Box. Eliminate manual data entry and keep your sales pipeline updated in real time.
📋
Capture every submitted document detail
Map all available file metadata and custom fields into your CRM records rather than just basic names. Your database becomes a comprehensive source for review and follow-up.
💬
Alert your team the moment updates occur
Send instant notifications to your sales or support channels whenever new files or comments are processed. Keep every team member informed without switching tabs.
🔀
Route records based on submitted criteria
Trigger different follow-up actions in Microsoft Dynamics 365 CRM depending on specific details found within your Box files or folder attributes.
🔄
Keep CRM data synchronised as files change
Automatically update existing leads, contacts, or accounts in Microsoft Dynamics 365 CRM whenever corresponding files or comments are modified in Box.
🔍
Search and update instead of creating duplicates
Check whether a lead or contact already exists in Microsoft Dynamics 365 CRM before adding new information, preventing duplicate entries in your database.
⚡
Handle later status changes and stage updates
Automate follow-up tasks and record updates whenever deals, opportunities, or support cases progress to new stages in Microsoft Dynamics 365 CRM.
🔌
Extend your workflow to messaging and email apps
Connect your core Box and Microsoft Dynamics 365 CRM flow with tools like Slack or Microsoft Outlook to send instant alerts and confirmation emails automatically.
And much more...
Who is Box + Microsoft Dynamics 365 CRM integration for?
Sales teams, account managers, and operations leads handling client documents and CRM records benefit by eliminating manual copying and keeping pipelines accurate.
Sales Operations Managers
Account Executives
Client Success Directors
Operations Coordinators
Business Development Reps
CRM Administrators
📈
Sales Operations Managers
You're tracking client folders in Box but your CRM records only update when someone manually exports files, so the pipeline metrics you're reporting against are always lagging — this integration means every new folder item instantly updates your Microsoft Dynamics 365 CRM data and your reports stay current.
⚡
Account Executives
You need to act fast when new client documents arrive, but you find out hours later when checking multiple apps by hand — connecting these apps means new files in Box automatically generate Microsoft Dynamics 365 CRM leads and you can respond immediately.
🤝
Client Success Directors
You answer to stakeholders who want to see onboarding progress and signed agreements in real time, but manual tracking leaves gaps in your client history — automating both apps means every document syncs straight into Microsoft Dynamics 365 CRM without delay.
🔄
Operations Coordinators
The volume of inbound client paperwork is too high for anyone to keep up by hand, leading to missed records and delayed data entry — with this integration, every submission flows directly between Box and Microsoft Dynamics 365 CRM without manual copying.
📋
Business Development Reps
You own the outreach step and depend on upstream teams to hand over client files before you can start calling — automating both apps means new leads appear in Microsoft Dynamics 365 CRM the moment their documents land in Box.
🗂️
CRM Administrators
You need a reliable history of all customer interactions and documents, but keep finding gaps where files weren't linked to CRM records — connecting these apps means every file and lead stays perfectly synchronised across your entire database.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Box
Build and manage your Microsoft Dynamics 365 CRM + Box automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Box with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Box to Microsoft Dynamics 365 CRM?
You can connect Box to Microsoft Dynamics 365 CRM in one click using ready-made templates on Integrately, or by using Integrately AI to build your workflow. With 42,000+ active users and support for tools like Slack and HubSpot, setting up your integration takes minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from Box folder items?
Can I connect Box, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Box and Microsoft Dynamics 365 CRM?
How does Box handle file triggers with Microsoft Dynamics 365 CRM?
Can I update Microsoft Dynamics 365 CRM contacts when Box files are updated?
Do I need coding skills to automate Box and Microsoft Dynamics 365 CRM?
Is the Box and Microsoft Dynamics 365 CRM integration free?
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