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OneDrive Integration

Connect OneDrive to Dinamic5
and sync documents automatically

Every document, contract, and quote — synced bidirectionally between Dinamic5 and OneDrive. Automatic backup, access from anywhere, and a direct link to the customer card.

Start Free Forever See the sync
What you get

All documents in one place — always in sync

Upload documents to Dinamic5 and they're automatically saved to OneDrive. Edit a file in OneDrive? Changes appear instantly in your CRM. Two-way sync that saves time and eliminates duplicates.

Every file is linked to the correct customer card — quotes, contracts, invoices, and presentations. Your team always finds what they need.

  • Automatic two-way file sync
  • Auto-backup of all CRM documents to OneDrive
  • Link files directly to customer cards
  • Support for all file types — PDF, Word, Excel, images
  • Access from anywhere — office, home, or mobile
Connect OneDrive
Synced Files
1,247
Documents in cloud
Last Backup
5 minutes ago
Automatic
File Types
PDF 45%
Word 30%
Excel 25%
Data Flow

How documents flow
between Dinamic5 and OneDrive

Automatic two-way sync — any change on one side updates the other within seconds.

Dinamic5 CRM
Quotes
Signed Contracts
Invoices
Two-way sync
OneDrive
Customer Folders
Auto Backup
File Sharing
Detailed Capabilities

Everything the OneDrive integration
brings to your business

Two-Way Sync

Every document uploaded to Dinamic5 is automatically saved to OneDrive, and vice versa. File changes update in real time on both sides. No version is ever lost.

Automatic Cloud Backup

All CRM documents are automatically backed up to OneDrive. Even if you accidentally delete something — the file is safe in the cloud. Complete peace of mind.

Per-Customer Folders

The system automatically creates a OneDrive folder for each customer. Every quote, contract, and invoice is organized and accessible to your entire team.

Connect in Minutes

Three simple steps
to connect OneDrive

Connect your Microsoft account and start syncing documents automatically. Quick and easy.

Get Started Now
1

Sign in with Microsoft

In Dinamic5 settings, go to "Integrations" > "OneDrive", click "Connect" and authorize access in the Microsoft window.

2

Choose a sync folder

Select which OneDrive folder documents will be saved to. You can create a new folder or choose an existing one.

3

Enable auto-backup

Configure automatic backup and choose which file types to sync. Sync starts immediately.

Ready to sync your documents to the cloud?

Start free and see how OneDrive and Dinamic5 work together.

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