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Power Automate
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Power Automate to move attachment from D365 to SharePoint

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Posted on by Dennis_19 2

Please Suggest me a solution to Move attachment to share point from D365 using power automate.

 

 1. User create new note with attachment in D365.

 2. Move the attachment to SharePoint from D365 using power automate.

 3. update the note with URL( from SharePoint) for attachment.

 4. Remove the attachment form the note (D365).

 

Thanks.

Categories:
Using flows
I have the same question (0)
  • Verified answer
    JisungHan Profile Picture
    JisungHan Microsoft Employee on at

    Hi @Dennis_19 ,

     

    Would you please try to perform the action steps in the following article?

     

    https://powerusers.microsoft.com/t5/Building-Flows/Move-note-attachment-to-SharePoint-from-dynamics/td-p/290923 

     

    It contains how to move the file from D365 to SharePoint. 

     

    After that, remove the "Notes" entity record based on the Note ID that was fetched from the previous step and create a new "Notes" entity record since there is no way to delete the attached file only from the Note record:

     

    JisungHan_0-1601893393766.png

     

     

     

    Hope this helps.

     

    Best regards,

    Jisung Han

  • Dennis_19 Profile Picture
    Dennis_19 2 on at

    @JisungHan  Thank you for the suggestion.

     

    Is it possible to get the SharePoint record URL and update the same in D365 record using power automate.?

     

    Thanks 🙂

  • JisungHan Profile Picture
    JisungHan Microsoft Employee on at

    Hi @Dennis_19 ,

     

    Yes, you may use the "Link to item" from the created item:

     

    JisungHan_0-1602229430761.png

     

     

    Best regards,

    Jisung Han

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