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Box
Microsoft Dynamics 365
Cloud StorageCRM

Connect Box to Microsoft Dynamics 365

Automate workflows between Box and Microsoft Dynamics 365. When new file uploaded in Box, automatically create contact in Microsoft Dynamics 365.

How This Workflow Works

TRIGGER

New File Uploaded in Box

Triggers when a new file is uploaded

Box
SCANNY AI PROCESSING

Extract & Transform Data

Scanny AI processes your documents, extracts structured data using OCR and AI, and transforms it for the destination system.

ACTION

Create Contact in Microsoft Dynamics 365

Create a new contact record

Microsoft Dynamics 365

More Ways to Connect

Other Box Triggers

  • New File Uploaded

    Triggers when a new file is uploaded

  • File Modified

    Triggers when a file is updated

  • New Folder Created

    Triggers when a new folder is created

Other Microsoft Dynamics 365 Actions

  • Create Contact

    Create a new contact record

  • Update Contact

    Update contact information

  • Create Deal

    Create a new deal/opportunity

Popular Use Cases

Invoice Processing

Automatically extract invoice data and sync to your accounting or ERP system.

Contract Management

Parse contracts and create records with key dates, parties, and terms.

Receipt Tracking

Capture receipt data and log expenses automatically to your finance tools.

Ready to Connect Box + Microsoft Dynamics 365?

Start automating your document workflows in minutes. No coding required.

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