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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Send a file attachment using flow in an email

Posted on by 26

Hi Team,

I have a file data type field on a case record. Based on a business use case, agents will upload a pdf file using this field. The file needs to be sent to the backend department using an email. I am using flow to achieve this however I am uncertain how to attach that file in the send email action. See below screenshots- 

pastedimage1620806768083v2.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Send a file attachment using flow in an email

    Hi,

    It is recommended to upload the attachment to a file platform which can be accessed by Automate.

    For example, I uploaded it to a site I created in SharePoint.

     pastedimage1620985568611v2.png

    Then you can get the metadata and content of the file from SharePoint with the following steps.

     pastedimage1620985563111v1.png

    Add the File content and Name to the related fields in the email.

     pastedimage1620985574411v3.png

    It allows to attach the file to the email and here is the test email I received.

     pastedimage1620985582052v4.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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