Skip to main content

Notifications

Customer Service forum

Get Mail Attachments related with case in Dynamics 365

Posted on by 30

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. 

4214.dynamics.PNG

Categories:
  • Hassan Nawaz Profile Picture
    Hassan Nawaz 30 on at
    RE: Get Mail Attachments related with case in Dynamics 365

    Thanks.

  • Suggested answer
    Matt Collins-Jones Profile Picture
    Matt Collins-Jones 230 User Group Leader on at
    RE: Get Mail Attachments related with case in Dynamics 365

    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.

    2019_2D00_08_2D00_26-23_5F00_26_5F00_27_2D00_Edit-your-flow-_5F00_-Microsoft-Flow.png

    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

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Get Mail Attachments related with case in Dynamics 365

    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

    ca0001.JPG

    2. My flow configuration:

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

    ca0002.JPG

    3. Saved file in Onedrive

    ca0003.JPG

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans