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We are using the file capability in Dynamics for each client and have built a sharepoint folder for each client under their contact record. My question is:
When an outlook email comes in from that client is it possible to have the attachments go automatically to their folder if it matches a contact with an email in CRM.
Any help would be appreciated.
Hello,
You can use the below template to create you power automate flow to save the attachments on to the Sharepoint folder
To filter and match the contacts in CRM, you will have to use Switch or If conditions.
Best Regards,
Harish M
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