Unanswered

move email attachments from dynamics

(0) Share

Report

Posted on by Community Power Pla...

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.

Categories:

Building flows

I have the same question (0)

All responses (3)

Answers (0)

v-yamao-msft on at

Like (0)

Report

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

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Linn Zaw Win 2,996 on at

Like (1)

Report

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/

Was this reply helpful? Yes No