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Helper II
Helper II

When email comes then it needs to be converted into PDF and attach to Case Record

Hi All,

Here is the scenario of mine wherein i want

1.Whenever an email comes without any attachments
2.Converting the whole email as PDF format.
3.Create Case Record in Dynamics 365 and then Create Notes Entity's record which will have that PDF document along with point to this newly created case record.

But i am stuck that what to be provided in field of Notes Entity's i.e "Document" where it asks for Content of the file so i did try to add the "Id of that PDF file" so everything runs fine but as soon as i open that newly created case record and then after going to Notes section as soon as i click then i get this below error.

Could you let me know that how it should be done ?


Looking forward to hear from you as soon as possible.

1st step1st step2nd step2nd step3rd step3rd step4th step4th stepAfter Case record creation When i click on Notes of that attchedAfter Case record creation When i click on Notes of that attchedI get this error and file is not being opened  but In One Drive That file is totally fine.I get this error and file is not being opened but In One Drive That file is totally fine.

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Community Support
Community Support

Re: When email comes then it needs to be converted into PDF and attach to Case Record

 

Hi @JabbarCRM ,

 

It seems that your problem has been solved, please check this thread:

https://powerusers.microsoft.com/t5/General-Power-Automate/Create-case-record-in-Dynamics-365-when-r...

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
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Helper II
Helper II

Re: When email comes then it needs to be converted into PDF and attach to Case Record

When I  add the "File Content" And "File Name" from "Converted Action".

What value need to be provided, I could not understand this one therefore I went to create a new file as pdf after conversion into another folder and then tried to obtain that file's identifier.

 

 

When i added "File Content" & "File Name" from Converted ActionWhen i added "File Content" & "File Name" from Converted ActionWhat value i need to provideWhat value i need to provide

Highlighted
Community Support
Community Support

Re: When email comes then it needs to be converted into PDF and attach to Case Record

 

Hi @JabbarCRM ,

 

It seems that your problem has been solved, please check this thread:

https://powerusers.microsoft.com/t5/General-Power-Automate/Create-case-record-in-Dynamics-365-when-r...

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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