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Dynamics 365 Community / Forums / Dynamics 365 general forum / What is the best solut...
Dynamics 365 general forum

What is the best solution to automate the creation of email Attachment from Dynamics to SharePoint

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Posted on by Gmanunta81 327

Hello everybody,

We need to automate a process with this requirement 

when an email with attachment is created then the attachment file is moved to a SharePoint folder(maybe the folder will be created)

At Moment what are the best solution to do this? create a Plugin or automate with MS flow?

.

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  • Shiva.B Profile Picture
    Shiva.B 150 on at
    RE: What is the best solution to automate the creation of email Attachment from Dynamics to SharePoint

    i would suggest 

    1. Console with windows task scheduling (if the attachments not required to move immediately after creating email)

    2. Flows

    3. Plugin 

  • Suggested answer
    Johnny Gong Profile Picture
    Johnny Gong 6,482 Moderator on at
    RE: What is the best solution to automate the creation of email Attachment from Dynamics to SharePoint

    Hello Gmanunta81,

    I would suggest you to use flow to move the attachement file to Sharepoint.

    My colleague once did such same customization from following step by step operation guide could be for your reference.

    Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint:

    community.dynamics.com/.../use-microsoft-flow-to-move-notes-attachments-from-dynamics-365-to-sharepoint

    www.cloudfronts.com/.../

    Regards

    Johnny

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