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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Automatically Add Exce...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Automatically Add Excel attachment to creation of the record

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Posted on by Gowtham89

Dear All,

I have a new requirement to automatically add an default Excel attachment within quote on creation of Quote record in D365. Users will open the excel record from CRM using excel online and edit few details in it.

Can this be achieved using Power Automate?

I am trying to attach the excel document on creation of Quote record but no luck. Any help or suggestion on this is much appreciated.

Thanks

Gowtham

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  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hello,

    What have you tried and what is not working?

    If you can share your power automate screenshot and error details to help you with your query?

    Are you trying to attach Default Excel to Notes associated to Quote?

    You can create new custom field of Type file for your requirement then use below action to upload file to this field.

    docs.microsoft.com/.../upload-download-file

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Gowtham89 Profile Picture
    Gowtham89 on at

    Hi Bipin,

    Thanks for that. It was really helpful.

    Now I have configured a way to attach the excel on creation of Quote record. But the requirement is to open the excel attachment from Notes and edit it Online and save the contents back to 'Notes' within the Quote record.

    But in my case if I access the attachment its downloading to local and then I had to update the excel attachment and reupload it.

    Is there any way CRM supports a way to allow us to open the attachment via Excel Online?

    Thanks

    Gowtham

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