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Automate timeline PDF attachments to upload to the SharePoint documents

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Posted on by emilu

In Dynamics 365, I want to:

Automate timeline PDF attachments to upload to the SharePoint documents
OR
Filter the timeline by PDF attachments

Currently, I don't see an option to filter the timeline by PDF attachments, but I do see that I can search - which is nice. However, users want to find it under the documents tab or filter by the attachment type. How can I achieve option 1 or 2?

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Leah Ju Microsoft Employee on at

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Hi Partner,

1.Automate timeline PDF attachments to upload to the SharePoint documents

You can use power automate to achieve it automatically.

Attachments in CRM are stored in two different database tables which are ActivityMimeAttachment (Email Attachment) and Annotation (Note).

1)Sync Dataverse Email Attachments to SharePoint

https://www.ameyholden.com/articles/sync-dynamics-365-outlook-email-attachments-to-sharepoint-using-power-automate

2) Automatically Move a Note Attachment to SharePoint

https://technologyblog.rsmus.com/technologies/microsoft/power-automate-automatically-move-a-note-attachment-to-sharepoint/

2.Filter the timeline by PDF attachments

Unfortunate, it can't be achieved.

The following category and subcategory options are available on the filer menu, but do not include attachment

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/set-up-timeline-control#filter-records-on-timeline

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Leah Ju Microsoft Employee on at

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Hi Partner,
Did that answer your question?
Any updates? Please feel free to ask me any questions you may have!
If someone answered your question, can you check this box to mark that response as an answer?

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Inogic 766 on at

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If you're looking for an efficient way to manage file attachments and integrate them with SharePoint, the SharePoint Security Sync app is a perfect solution. SharePoint Security Sync ensures seamless and secure document management, protecting your data with advanced syncing and permissions control.
With SharePoint Security Sync, you can:

Upload Files Directly to SharePoint: Once the solution is imported, you can upload files directly to SharePoint from the timeline as soon as they are attached, saving time and storage space in your Dynamics 365 CRM.

Filtering Files in the Timeline: While Dynamics 365 CRM currently lacks the ability to filter files within the timeline, SharePoint Security Sync is actively working on introducing this functionality, ensuring a more seamless and organized experience for managing files.

Additionally, Now, you can also utilize the SharePoint Security Sync app which offers a “Metadata” feature. SharePoint metadata allows you to map the custom column of SharePoint with CRM’s field. It improves the searchability within Dynamics 365 CRM and SharePoint.
With SharePoint Metadata Users can effortlessly identify and filter information within the platform UI using a custom column of SharePoint.
Experience the full potential of your CRM with a 15-day free trial! You can install SharePoint Security Sync app from the Inogic website or Microsoft AppSource.
Need a personalized demo? Drop us an email at crm@inogic.com!

Thanks!
Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog

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