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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

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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.

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Ayaka Iwai on at

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

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meelamri 13,216 User Group Leader on at

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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:

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

2- get relative path (Document Location)

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

3- get the associated document location created on CRM

4- Apply for the first document location/Create Task

Good Luck

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