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Customer experience | Sales, Customer Insights,...
Suggested Answer

Flow for adding attachments to account record

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Posted on by 226

Hello, 

Is there a way to create a flow to add attachments to accounts based on sender/receiver? 

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check this thread - powerusers.microsoft.com/.../857227

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi TechScout17,

    The following link explains how to send emails with attachments using power automate:

    https://fredrikengseth.com/step-by-step-guide-how-to-use-power-automate-to-create-and-send-emails-with-attachments-in-dynamics-365-dataverse/

    Emails sent in this way will display the attachments in the timeline.

    We can modify the email sender and recipient configuration in its third step, so that we can see the attachments in the account's timeline.

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