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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Document Upload in CRM
Customer experience | Sales, Customer Insights,...
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Document Upload in CRM

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Posted on by hussainahmad 125

Can we update a field in CRM based on the name of document that is uploaded.

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    Vipin J Profile Picture
    Vipin J 1,603 on at

    You can trigger a workflow or a Flow which can do that for you.

    Refer here : https://vjcity.blogspot.com/2019/11/moving-attachments-of-dynamic-365-crm.html

    The blog outlines a different operation, but you can customize it in your own way.

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