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Creating notes(Dynamics CRM notes) from sharepoint file.

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Posted on by PowerAppsUser2

I am creating a sharepoint file with contact data, I want to create notes in CRM with generated attachment from sharepoint and associate it to contact.

Any possible approaches?

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abm abm 32,865 Most Valuable Professional on at

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Hi @PowerAppsUser2 ,

Follow this steps:

Last step 'Create a new record' set the Regarding (GUID of your record) and Regarding type (Entity name).

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PowerAppsUser2 34 on at

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Document in notes is not accepting file content as input. I am not able to see filecontent in the Add dynamic content view.

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abm abm 32,865 Most Valuable Professional on at

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Hi @PowerAppsUser2

Under the search dynamic content type 'FileContent' you should be able to see it. By default it doesn't show all the available properties. Not sure why it is.

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