I turned on SharePoint Integration with Accounts in my system but before I did, users were attaching their documents via the Notes pane as attachments. I want to know if there is a way to take all of these Attachments and convert them to Documents associated to the Account. Has anyone been able to do this, perhaps with Flow?
Thanks for the suggestion, Andrew. I'll take a look into these tools, but I was hoping I could do this with no 3rd party software (Flow would be fine). Has anyone set this up in Flow?
Hello,
I believe you can do it using flow but I would recommend doing it using SSIS + KingswaySoft adapter - kunaltripathy.com/.../
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André Arnaud de Cal...
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