Skip to main content

Notifications

Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸
Replay: Power Platform Community AMA - Copilot Studio | April
Welcome to the Power Platform Communities
News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate - Using Flows / Push PDF file to Dynam...
Power Automate - Using Flows
Unanswered

Push PDF file to Dynamic CRM

(0) ShareShare
ReportReport
Posted on by ExpertNovice
Requirement Background, > Have invoice file (PDF) visible/downloadable for Customer portal users. > Customer portal users are managed by Dynamics CRM online. > So we have a MS flow to read the PDF files from an SFTP location and post it into respective folder path Sharepoint. > But the CRM wasn't able to access that file path in Sharepoint and also we weren't able to figure the impersonation needed for the CRM user to fetch from Sharepoint. What we are trying to do now is... > To have MS flow write to Sharepoint as well as insert a record in Dynamics CRM Online custom entity having the file in binary format. Problem, The SFTP output body is not accepted as a valid input to the binary (Image) field in the CRM. We tried Base64ToBinary, simply mapping the SFTP body/content to the field, etc. etc. Nothing works and we keep getting 400, BadRequest, Invalid Argument errors. Please help.
  • GabrielStJohn Profile Picture
    GabrielStJohn on at
    Re: Push PDF file to Dynamic CRM

    Hey, @ExpertNovice!

     

    Thank you for posting on the Flow Community Forum! It appears as though @v-yamao-msft would like some more information in order to further assist you properly with your issue. Please share any additional information that was requested in order to decrease the amount of time that it will take for you to be assisted!

     

    Thank you for being an active member of the Flow Community!

     

    -Gabriel
    Flow Community Manager

  • v-yamao-msft Profile Picture
    v-yamao-msft on at
    Re: Push PDF file to Dynamic CRM

    Hi @ExpertNovice,

     

    How is your flow created? Could you share a screenshot of your flow?

     

    Do you want to save the file in SharePoint library? Besides, do you want to save the file in binary format as well as in Dynamics 365?

     

     

    Best regards,

    Mabel Mao

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸
Replay: Power Platform Community AMA - Copilot Studio | April
Welcome to the Power Platform Communities

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Markus Franz – Community Spotlight

We are honored to recognize Markus Franz as our April 2025 Community…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 146,645 Most Valuable Professional

#2
RandyHayes Profile Picture

RandyHayes 76,287 Super User 2024 Season 1

#3
Pstork1 Profile Picture

Pstork1 65,997 Most Valuable Professional

Leaderboard

Featured topics

Restore a deleted flow

Product updates

Microsoft Power Platform Community release plans