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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Send Email - SharePoin...
Microsoft Dynamics CRM (Archived)

Send Email - SharePoint and CRM Integration using Flow

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Posted on by Community Member

I have SharePoint (Online) integrated with D365. I want to send an email to the owner of the Account record, each time someone uploads a document to SharePoint for this record. Is this functionality possible via Flow?

1. Account is created

2. Document Location is automatically created in SharePoint

3. Document is uploaded to SharePoint for this Account

4. An email is sent out to the owner of this account

Is this possible via flow?

Please advise. 

Thank you!

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  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at

    The issue I see is that the trigger for the Flow is uploading the document into Sharepoint  which is probably not in a position to tell the Flow which account record owns the Sharepoint folder.

    So you will need to get the flow to query Dynamics 365 for the account record using the location of the document but once you've done that sending the email won't be a problem.

  • nidnani Profile Picture
    nidnani 285 on at

    HI Ishani, were you able to find the solution for this? I have a similar requirement. Could you please provide your solution? Thanks in advance.

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