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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Check Email Attachment...
Customer experience | Sales, Customer Insights,...
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Check Email Attachment Filenames in Workflow

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Posted on by jmillsjmills 25

Hello

I'm working on an email workflow in Dynamics so that, whenever an email enters system, it is checked for whether a specific attachment is included. i.e. it just checks the email attachments for an attachment with a given filename string, and then either performs an action on that record (or doesn't) accordingly.

Whilst I can make a view that will filter all emails with this attachment, I cannot find the same Attachments (Item) option in the dropdown in the workflow wizard.

Please may I have some advice on how to achieve this. I have lots of additional workflow solutions (like Jason Latimer's ones), but none seem appropriate for what I am trying to achieve.

Thank you

  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... on at
    RE: Check Email Attachment Filenames in Workflow

    Hi, this information can help you to know good practices when creating that kind of workflows.

    I hope this is helpful:

    Trigger a flow when a new email arrives - Power Automate | Microsoft Docs

  • jmillsjmills Profile Picture
    jmillsjmills 25 on at
    RE: Check Email Attachment Filenames in Workflow

    As an update to this, I've been trying to use the "Delete Attachment by Name" workflow by Jason Latimer. The idea was to count attachments before, and count them after this deletion. Then if the first count > second count, I perform the action on the record. Otherwise I don't (because it didn't have that attachment in first place.

    It seems convoluted but it does successfully delete the attachment - only the issue is that the workflow gets stuck on "Waiting" at this stage of the workflow (i.e. the attachment count afterwards etc never complete).

    So would appreciate thoughts there please

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