Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
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

(0) ShareShare
ReportReport
Posted on by Gmanunta81 315

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?

.

Categories:
Other
  • 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 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

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans