Lately I am trying to customize the process flow of my existing Lead entity but I stumbled over some problems which I can't seem to figure out (after reading a dozen of semi-related posts about it).
I want to achieve multiple things so I have split it up in several questions below:
- When the customer enters the second stage in my lead entity, they should have the ability to add either a phone call conversation, task or attachment. I know this can be done in the Activities pane (phone calls, tasks) or in the Notes pane (attachments), but my question is if it is also possible to add these 'buttons / functions' in the progress flow? Or is this only possible in the activity/notes pane?
- Secondly, can I make some kind of event that checks whether the lead entity either contains an attachment, phone call or task. I tried several things (using process flow conditions and business rules) but I cant seem to figure it out.
- Adding files using the notes pane works, but I also connected my SharePoint environment and it would be better to use this for adding my files. The question however is, can I also add files directly from my entity form (lead entity in this case and it would be even better if this is possible for the process flow) to my SharePoint in a entity related folder? An overview of added files in the same form would also be desirable.
Some additional info:
- I am using Dynamics 365 Online version 1612 (9.0.0.3292) (DB 9.0.0.3292)
- SharePoint successfully connected as well as my Outlook (365).
Thank you in advance!
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