web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

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

(0) ShareShare
ReportReport
Posted on by 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
    Microsoft Employee on at

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

  • Suggested answer
    meelamri Profile Picture
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 129 Super User 2026 Season 1

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 46 Most Valuable Professional

#3
NeerajPawar Profile Picture

NeerajPawar 41

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans