Skip to main content
Post a question

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Easily adding attachments and create Business Rules or process Flows which checks if Entity contains atleast 1 Attachment

Posted on 31 Jan 2018 09:05:39 by Microsoft Employee

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:

  1. 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?   
  2. 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. 
  3. 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!

*This post is locked for comments

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans