Dropbox allows you to store, synchronize and share files online with public access.
Put your stuff in Dropbox and get to it from your computers, phones, or tablets. Edit docs, automatically add photos, and show off videos from anywhere.
Anything you upload to dropbox is private by default. You get to control who sees your uploadsMicrosoft Dynamics CRM is a customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination.
For more information, click here.
| Info |
|---|
| Ensure that you have downloaded the drivers to use the application in Adeptia Connect. |
Field (Account) Information
While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data..
Click to add an account.
Specify the following information for DropboxDynamics CRM:
Field Name | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
User ID | User ID to log into your Dynamics CRM account. |
Password | Password to log into your Dynamics CRM account. |
Click Continue to navigate to Dropbox.
| URL | The URL of your organization. This is needed because Microsoft Dynamics CRM is a multi-tenant environment. A single Microsoft Dynamics CRM server can host multiple business organizations. By specifying the URL, the application can determine the endpoint address URL to access your organization’s business data. |
Triggers
A Trigger specifies when a particular Transaction will Transaction will start executing. While configuring the Source application, you find a Trigger drop-down listof a Template, you need to choose an event.
Following triggers are available for DropBox Dynamics CRM at Source.
Trigger Name | Description | New File in Directory |
|---|---|
| On Records | Triggers when the new records are added. |
| On Records Added or Updated | Triggers when the new records are added or existing records are updated. |
| All Records | Extracts all records starting from the beginning. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down listof a Template, you need to choose an action.
Following actions are available for DropBox Dynamics CRM at Destination.
Action Name | Description | |
|---|---|---|
Create File | Creates a file (with a unique name) at the specified location. | |
Copy File From Trigger | Creates a file (with the same name as Source file) at the specified locationAdd Records | Adds the new records in the account. |
Update Existing Records | Updates existing records in the account. | |
| Add Records or Update Existing Records | Adds the new records or updates existing records in the account. |