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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Copy attachment(s) fro...
Microsoft Dynamics CRM (Archived)

Copy attachment(s) from one record to another

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Posted on by Ahmad Saud 790

Dear all

i have the following scenario:

1. in one case (Subject X), the user will upload an attachment(s) then resolve the case

2. then a workflow will fire and create another case (Subject Y).

I need to copy the attachment(s) from first case to the second case, knowing that the team who will work on the second case is NOT allowed to view/access the first case.

please help.

thanks,

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  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Ahmad ,

    Straight forward way using OOB workflow I think you can not achieve this  , you can  try to do using plugin.

    Have a look below reference -

    community.dynamics.com/.../plugin-for-copying-notes-and-attachements-from-lead-to-contact-whis-is-converted-from-lead-for-microsoft-dynamics-crm-4-0

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at

    thanks Goutam.

    really appreciate your continuous support.  

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at

    Dear Goutam

    do you know if i can find any ready made custom workflow that can do the same job?

    thanks.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Ahmad,

    You can have a look below reference -

    blog.westmonroepartners.com/how-to-move-attachments-from-an-email-to-a-case-in-dynamics-crm-2011

    You can also try with MS Flow , I have not tried but probably you can do this .

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at

    Thanks Goutam.

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