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I am trying to run a flow process to save the word template when created, to Sharepoint. This works ok.
The issue is I cannot seem to name the quote using the quote information, i.e. name-quoteid-revision
Any ideas?
Or can the naming convention of the template be defined when it is created? Currently it is the template name date and time.
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Thank you, this answer and the link has solved the issue. I was not pulling across the "regarding" entity, in this case the quote, of which the note is attached to.
The weird thing is that generating a document in one-drive (.docx) works ok. But if I try it in SharePoint it is corrupted and will not open.
I assume your flow copies a Word Document Generated from CRM to Sharepoint. If so, when you save it to sharepoint, you can name the file in the format you want in Flow.
community.dynamics.com/.../flow-examples-note-attachment-to-sharepoint
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