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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Download a file from File Field in Dynamics 365 and add to email in Power Automate

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Hi 

I have a file added to the 'file' field in D365. I do not have access to SharePoint as it is on another tenancy.

How can I use Power Automate to get the 'file' from this field and add it to an email.

I can use the Dataverse 'Download a file or image'. But where is the file, what entity is it under? and how do I then add this to an email? 

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: Download a file from File Field in Dynamics 365 and add to email in Power Automate

    Hi,

    It can be easily achieved using Power automate -

    linnzawwin.blogspot.com/.../send-email-from-dynamics-365cds-with.html

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • dsammied Profile Picture
    dsammied on at
    RE: Download a file from File Field in Dynamics 365 and add to email in Power Automate

    Hi,

    Thank you, I need to do this with Dataverse only as I don't have outlook in this tenancy. Is there a way with the ' perform a bound action'?

    Many thanks

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: Download a file from File Field in Dynamics 365 and add to email in Power Automate

    Hi,

    Entity Name is same Entity where you have added 'File' field in D365.

    I have create File Column in Employee table -

    CR88.PNG

    Now in Power automate we need to Select Employee as table name and Row ID is the record ID, I am triggering my flow to run when Employee record modified so taking row Id from trigger and then select Column name as File Column

    CR87.PNG

    Now in Send Email , you need to select File Or Image Content from Dynamic content as shown below -

    CR89.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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