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Microsoft Dynamics CRM (Archived)

What is the best solution to automate the creation of email Attachment from Dynamics to SharePoint

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Posted on by Gmanunta81

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Hello everybody,

We need to automate a process with this requirement

when an email with attachment is created then the attachment file is moved to a SharePoint folder(maybe the folder will be created)

At Moment what are the best solution to do this? create a Plugin or automate with MS flow?

.

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StefanS365 3,575 Most Valuable Professional on at

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Hi there,

For a no-code solution you could use Microsoft Flow for this.

Here is an example of a flow:

www.cloudfronts.com/.../

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mckennajj 29 on at

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Automate with MS Flow... There's already a template made for this process but to One Drive... You would just need to change it to SharePoint.

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Inogic 760 on at

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Hi,

You can make use of our product - ‘Attach2Dynamics’. It is an ISV add-on for Microsoft Dynamics 365 CRM that enables you to move email/notes/sales literature attachments to document management systems like SharePoint, Dropbox and Azure Blob Storage within Dynamics CRM.

Thanks!

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