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Frequent Visitor

move email attachments from dynamics

Hi

Has anyone succesfully built a flow to move the email attachments to Sharepoint from the activities entity within a lead or opportunity. I am able to move the email attachments from Notes but struggling from Activities.

 

 

3 REPLIES 3
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Community Support
Community Support

Hi @bradhenning,

 

Are you using Dynamics 365?

Could you share a screenshot of how is your flow created to move the email attachments?

Could you show me more details on the “email attachments from Notes”?

 

Best regards,

Mabel Mao

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

Pictures 1 and 2 is a the flow working successfully to take the attachments from the notes to sharepoint. Pics 3 and 4 is the flow i tried to setup to move attachments from the activities within the lead which is unsuccessful. 

 

pic 4.pngpic 3.pngpic 2.pngpic 1.pngThank you for responding. 

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Kudo Commander
Kudo Commander

There are a couple of blog posts which demonstrated that solution.

You can follow those instructions and make sure to use Common Data Service (current environment) connector instead of Dynamics 365 connector.

 

https://themscrmexpert.wordpress.com/2019/01/22/use-microsoft-flow-to-move-notes-attachments-from-cr...

 

https://www.cloudfronts.com/move-attachments-from-tracked-email-to-sharepoint-using-microsoft-flow/

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