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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to upload a file t...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to upload a file to document location automatically after record is created

(0) ShareShare
ReportReport
Posted on by USA80 26

Hello,

I am wondering how I can go about uploading a file automatically into the document location once an opportunity record is created.  Can this be done with a flow, and if yes, how?

Thank you.

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: How to upload a file to document location automatically after record is created

    Hi USA80,

    Please try this link:

    https://www.aerieconsulting.com/blog/how-to-automatically-create-document-location-for-records-in-dataverse

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the October Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 74 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 62 Most Valuable Professional

#3
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 57

Last 30 days Overall leaderboard

Featured topics

Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans