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dejmjin
Level: Powered On

Adding a note to a D365 entity record

Hi all,

 

I'm trying to build an app where the user selects an entity and a record, uploads a file and attaches it to a D365 CRM entity record.

 

What I have done so far is:

 

1) In step 1, the user is selecting the entity

2) In Step 2, the user is selecting the record to add the note to

3) In Step 3, I'm using the Add Picture and PDF Viewer controls to select a pdf and attach it

 

Now I want to have a step 4 which puts a note description and uploads it to a new note against the selected record.

 

Can someone please point me towards how can I achieve this, either with PowerApps or using Flow?

Thanks,

2 REPLIES 2
Community Support Team
Community Support Team

Re: Adding a note to a D365 entity record

Hi @dejmjin,

 

Please check if below blog could help

https://www.cloudfronts.com/create-record-crm-using-powerapps-microsoft-flow/

 

Regards,

Mona

Community Support Team _ Mona Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
LinkeD365
Level: Powered On

Re: Adding a note to a D365 entity record

Hi 

 

I had the same problem, and have worked it out. It isnt pretty

 

https://linked365.home.blog/2019/05/11/creating-attachments-in-d365/

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