Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Unanswered

Dynamics 365/SharePoint Integration does not find any Flows set up

Posted on by 25

I have the Dynamics 365/SharePoint Integration set up, so files upload using Related Documents go into SharePoint automatically. This is working as expected.

However, I would like to set up some Power Automate Flows to run on-demand on selected files in that SharePoint document library.

I set up the flow with Power Automate in SharePoint and it works. But when I view that document library in Dynamics CRM, it does not see any of the flows.

pastedimage1655493606735v1.png

So in the drop down menu shown above, I click "See your flows" and it shows all of the flows. I even clicked "Create a flow" from there and created a new flow, but it doesn't show on the menu either.

So where is Dynamics getting the list of flows for this menu?

Can I trigger a flow on a file in the document library from Dynamics 365?

If I use "Open Location" above, it takes me to the SharePoint Document Library where the files are, and then I can use the flow from there. How can I get it so I can use the flow on the file from within Dynamics 365 without having to do that?

Thanks!

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,584 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,864 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans