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Customer experience | Sales, Customer Insights,...
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Power Automate - Save the Attachment from incoming mails from CRM on the Sharepoint

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Hi all,

I'm trying to create a Flow which deposit the attachments from the incoming mails in the CRM system on the SharePoint and delete them from the CRM system after successful filing.

Does anybody have same experince using CDS (Current) in Power Automate to create this Flow?

I really hope someone can compe up with some idea to try.

Thanks in advanced!


 

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Power Automate - Save the Attachment from incoming mails from CRM on the Sharepoint

    Hello!

    There's a nice document on How to move Notes attachments from D365 to sharepoint on community.dynamics.com/.../use-microsoft-flow-to-move-notes-attachments-from-dynamics-365-to-sharepoint.    You should update it properly to point to the Email entity instead of Notes entity.  

    there are some limitations on this process however, that can be bypassed using Azure Logic Apps.  You have a nice step-by-step guid eon readyxrm.blog/.../

    hope it helps!

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