News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... Upload Attachment to D...

Service | Customer Service, Contact Center, Fie...

Answered

Upload Attachment to Document Storage

(0) Share

Report

Report

Posted on by Sam Conroy

270

Afternoon folks!

I'm trying to create a flow that automatically uploads any attachments in notes to document storage.

I've partially managed to get the flow to trigger correctly but I can't see any options for an action that will move the file into document storage.

I would rather avoid using code so flow would be preferred but any suggestions would be most welcome!

Cheers

Sam

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

jim.corriveau@chest... 75 on at

Like (1)

Report

Upload Attachment to Document Storage

Sam,

To be honest, why go through the trouble to create something that already exists? Check out MSCRM-ADDONS AttachmentExtractor, it will move email attachments, email message bodies, and/or notes attachments, you configure it to move what you want based on the age of the object you want moved. So, notes attachments older than 3 days, for example. You do need to configure the destination, we use Azure Blob Storage, so we had to configure a container and set some keys, but other than that the thing just runs and Users never know because the objects moved are accessed by the Users through CRM like nothing happened. So, why build it when you can buy it?

Hope this helps,

Jim

Helpful resources

Quick Links

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1

Siv Sagar 102 Super User 2025 Season 1

#2

Daivat Vartak (v-9d... 51 Super User 2025 Season 1

#3

Vahid Ghafarpour 20 Super User 2025 Season 1

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans