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move email attachments from dynamics

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Posted on by Community Power Pla... Microsoft Employee

Has anyone succesfully built a flow to move the email attachments to Sharepoint from the activities entity within a lead or opportunity. I am able to move the email attachments from Notes but struggling from Activities.

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v-yamao-msft Microsoft Employee on at

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Hi @Anonymous,

Are you using Dynamics 365?

Could you share a screenshot of how is your flow created to move the email attachments?

Could you show me more details on the “email attachments from Notes”?

Best regards,

Mabel Mao

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Community Power Pla... Microsoft Employee on at

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HI Mabel
Pictures 1 and 2 is a the flow working successfully to take the attachments from the notes to sharepoint. Pics 3 and 4 is the flow i tried to setup to move attachments from the activities within the lead which is unsuccessful.

Thank you for responding.

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Linn Zaw Win 2,996 on at

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There are a couple of blog posts which demonstrated that solution.
You can follow those instructions and make sure to use Common Data Service (current environment) connector instead of Dynamics 365 connector.

https://themscrmexpert.wordpress.com/2019/01/22/use-microsoft-flow-to-move-notes-attachments-from-crm-to-sharepoint/

https://www.cloudfronts.com/move-attachments-from-tracked-email-to-sharepoint-using-microsoft-flow/

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