cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Lubnah
New Member

Move notes from Dynamics CRM to Sharepoint

I am trying to free up storage space in dynamic crm by moving notes and attachments to our sharepoint site. I have tried to do it using this flow: https://powerobjects.com/flow/using-power-automate-to-automatically-move-your-notes-attachments-to-s... but the common data service is not available (Step 9). I selected the Microsoft Dataverse but I cannot add the connection before selecting Import.

 

The other option I saw was to use the Dynamics 365 connector but it is being deprecated. (https://community.dynamics.com/365/b/dynamicscrmconsultant/posts/part-2-use-microsoft-flow-to-move-n...

 

How else can I move all old and new attachments & notes from dynamics crm online to sharepoint?

 

Thanks

@SharePointMoving notes documents from Dynamics to Sharepoint folder 

2 REPLIES 2
rampprakash
Super User
Super User

Hello @Lubnah,

 

Unfortunately, the link which you have provided won't work, because Dynamics CRM in flow is Deprecated and MS have introduced an option Called DataVerse, we need to use the same.

 

Usually we will create schedule flow and fetch all the Notes then create an Folder in SharePoint and Document Location in Dataverse and Move the document.

 

Can you please share me some sample entity so that I can create and share the video for the same tomorrow.

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

DeviKrishna
Super User
Super User

Hi @Lubnah ,

 

For new documents, Please use Data verse trigger , When a row is added, modified or deleted with change type( Added or Deleted) and entity Annotations. In next step , use Sharepoint connector create a file. Choose the Appropriate site url and map the file and file content.

 

For existing documents you can use dataverse trigger to get all notes records in list and apply to each record , the sharepoint trigger to create the file in sharepoint.

 

-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

My Blog: Dynamics 365 Key Topics – https://d365topicsbydk.com/
My Youtube Channel : https://www.youtube.com/channel/UCxSIryP2ah2VpEFr-Z72t1A

 

Regards

Devi

 

Helpful resources

Announcements
Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Power Platform Call June 2022 768x460.png

Power Platform Community Call

Join us for the next call on June 15, 2022 at 8am PDT.

PA Virtual Workshop Carousel 768x460.png

Register for a Free Workshop

This training provides practical hands-on experience in creating Power Apps solutions in a full-day of instructor-led App creation workshop.

PA.JPG

New Release Planning Portal (Preview)

Check out our new release planning portal, an interactive way to plan and prepare for upcoming features in Power Platform.

Users online (2,244)