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Dynamics 365 attachments with Flow

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Posted on by Community Member Microsoft Employee

Hello, I m using flow to Attachments managemnts for incidents entity..

 I have used this documentation to made the flow -> https://www.inogic.com/blog/2018/05/move-dynamics-365-attachments-to-sharepoint-using-microsoft-flow/

But i want to do for all my entities. But i have faced a problem. My SharePoint Integration with Dynamics is based on account entity. My folders in SharePoint follow this struture: Account_AccountId -> Entity -> Entity registers -> files. For example: test_1241/incidents/case1/ and i don't know how to do this with flow. A need to put the attcaments of account in the folder account, of contacts in the folder contacts....

Thanks

  • Inogic Profile Picture
    Inogic 24,106 on at
    RE: Dynamics 365 attachments with Flow

    Hi DanHenrique,

    If this answered your question, Kindly mark this as an Answer.

    Thanks!

  • Inogic Profile Picture
    Inogic 24,106 on at
    RE: Dynamics 365 attachments with Flow

    Hi,

     

    First of all, you need to create MS Flow for each and every entity for which you want to move the attachments.

     

    Now, since you know that you have a hierarchical folder structure (i.e., based off of Account) in SharePoint, then based on the customer (Only if it is an Account) that is selected on Incident, you can create a folder within the selected customer folder on SharePoint or else you can just dump the attachments in the default Document Library for Incident.

     

    Though bit complex, this is the way to achieve your requirement through MS Flow, or else you can check out our product Attach2Dynamics that would do the needful.

     

    Hope this helps.

    Thanks!

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Dynamics 365 attachments with Flow

    Hi,

    I believe you should posted your question over MS Flow Community.

    powerusers.microsoft.com/.../FlowCommunity

    You can get the help from MS flow expert from there.

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