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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to create a note /...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to create a note / task in Timeline when sharepoint document is uploaded from CRM account entity

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Posted on by Harshitha K 109

Hi All,

I want to create a note / task when sharepoint document is uploaded from CRM account entity . Please provide any suggestion on how to achive this since there is no trigger point available from CRM.

Thanks in Advance.

I have the same question (0)
  • Suggested answer
    Ayaka Iwai Profile Picture
    Ayaka Iwai Microsoft Employee on at

    I think you can do that by Power Automate or workflow.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hi, 

    I replayed your scenario using cloud flows. The cloud flow is not clean, but it will give you an idea for a stronger implementation. 

    Flow summary:

    pastedimage1617718727025v2.png

    1- When a file is created or modified (properties only)

    pastedimage1617721258414v1.png

    2- get relative path (Document Location)

    pastedimage1617718838408v4.png

    Expression: split(triggerOutputs()?['body/{FullPath}'],'/')[1]

    3- get the associated document location created on CRM

    pastedimage1617718869981v5.png

    4- Apply for the first document location/Create Task

    pastedimage1617718918696v6.png

    Good Luck

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