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Dynamics365 CRM: Fetch OneDrive file > Get File content/Compose > Insert within CRM note?

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Posted on by iamcuriousmouse

Hi peeps,

Hopefully I've put this on the right board... Hope you're all doing well wherever you are in the world today! So I've got a bit of an issue and need some help. At the moment I am in the middle of constructing a flow which ties up with OneDrive (business) and Dynamics365 CRM.

The idea at the moment is for the flow to:

- Wait for a file to drop into the folder.

- Create a new case and insert the necessary info, assign it to someone using parameters.

- Create a new note within the same case and attach the file within the note *

- Stop there.

At the moment although I am able to create a new case, add details and create a new note within, I can't seem to insert the file. I've been looking around and this might be acheivable via the 'Compose' action? It's been quite a while since I used flow so getting back into the 'flow' ;-)...

Any help on this is appreciated!

Many Thanks.

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Building flows

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abm abm 32,985 Most Valuable Professional on at

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Hi @iamcuriousmouse

Please see below flow steps how to create an attachment as notes in Dynamics.

If need any further help in this please let me know.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

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iamcuriousmouse 2 on at

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Hi @abm,

Many thanks for your response. Presumably that's for OneDrive (personal)? As I'm using OneDrive for Business that it doesn't seem to come up with the 'File Content' part when I go to select it.

Is there any way I can possibly combine the Compose variable or find another way to copy the file into the note?

Thanks.

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abm abm 32,985 Most Valuable Professional on at

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Hi @iamcuriousmouse

Yes it is available under OneDrive business.

Start typing file under the Dynamic Content. It will display the relevant property.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

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abm abm 32,985 Most Valuable Professional on at

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Hi @iamcuriousmouse

If the below reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

Thanks

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