Get Mail Attachments related with case in Dynamics 365

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Posted on by Hassan Nawaz

I am trying to get attachments related with case in Dynamics 365 using Microsoft flow can any one tell that how its possible.I also attached the Pic.

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cloflyMao 25,210 on at

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Hi Hassan,

There is an 1:N relationship between Case and Note entity, or it can be said that our attachment is stored as an note record, and its content will be converted into base64 data in note's field called documentbody.

The connection between them is note has a field called _objectid_value, it point to case where the attachment added for.

So we should focus on Notes entity to get attachment, in my demo below, I got a attachment from a case record and saved it to Onedrive:

1. Attachment file in CRM

2. My flow configuration:

It will create a new file in Onedrive with its original name in CRM

3. Saved file in Onedrive

Regards,

Clofly

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Matt Collins-Jones 230 User Group Leader on at

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Hi Hassan

I'm not sure what you are trying to do with the attachments in Flow but you can run Flows based on these records. Below is a simple Flow which runs on creation of the Annotation (notes) where the attachments would be stored. I have a check condition which checks certain fields like isdocument = true (which means is this an attachment) and regarding = Incidents as this is what cases are called in the database.

You can ignore the last line, this is a flow i've been using and i don't want to include pdf files.

Hope this helps

Matt

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Hassan Nawaz 30 on at

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Thanks.

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