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

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Service forum / Transferring email att...
Customer Service forum

Transferring email attachments to SharePoint and converting them to a SharePoint Link

(0) ShareShare
ReportReport
Posted on by Community Member

Hi Folks,

I recently came across the following article and found it absolutely amazing as it requires no coding:

https://www.inogic.com/blog/2018/05/move-dynamics-365-attachments-to-sharepoint-using-microsoft-flow/

Do you guys know if I can achieve the same with email attachments? If yes then could someone please provide the steps.

Also, advice that what's the sharepoint location I should specify as Dynamics create the folder based on Summary but with limited characters _ Unique identifier

Would be great if we can do this using email attachments.

It will be awesome if someone can please assist with the above

Thanks,

I have the same question (0)
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    you can refer the below link

    flow.microsoft.com/.../save-my-email-attachments-to-a-sharepoint-document-library

     

  • Community Member Profile Picture
    Community Member on at

    Looks like I didn't put my question in detail as I thought the hyperlink would explain. I am referring to email attachments in Dynamics 365. Moving those attachments to SharePoint under the "Regarding" case and replacing the attachment with D365 with the SharePoint link of the document. Would be great if someone can assist with the "Flow" that I need to configure.

    Surely, if Flow can extract attachment from 'Notes' activity then it can do the same with email attachments. Just need to know the details on how to do that.

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at

    I think you can do it by following the steps in Inogic's document with the following changes

    1. In step 1 when it refers to the Notes entity you want to use the Email Entity
    2. In the subsequent steps you want to replace all references to the Account entity with the case entity. 
    3. the AccountName_GUID will be the Case's Summary_GUID

    After that's is just going to be a case of trial and error...

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

News and Announcements

Check out the Community Spotlight Video Series

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 > Customer Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans