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Suggested answer

PO documents storing automatically in dynamics

Posted on by 147

Dear All,

Probably you have the same question from your internal organisation.

We are receiving emails with PO attachment in a central orderdesk mailbox, those we need to store in our Dynamics Application (Sales), this still done manually. 

We do have Sharepoint aligned with our dynamics application. 

So we are looking for an automated solution.

Has anyone a suggestion how to set-up automated process.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: PO documents storing automatically in dynamics

    Hi,

    Okay, You can still achieve this with Power automate.

    Please have a look at below article.

    powerobjects.com/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • RE: PO documents storing automatically in dynamics

    Thank you for your response, I'm aware of the Queue option, but that is not the solution I am looking for. Of course the mails end up in a queue, but then still I need to manual actions, to put the attachment under account.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: PO documents storing automatically in dynamics

    Hi,

    You can setup Queue in Dynamics CRM with your central orderdesk mailbox email address which will create Email record with PO document in dynamics crm sales application.

    You can follow below steps -

    crmkeeper.com/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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