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Dynamics 365 - SharePoint Template

This template looks cool but it's stopping short of what I'm trying to do.


My requirement is offload the document from Dynamics and have it create in SharePoint.


Has anyone had success using Flow to do this?  It looks like i can capture the metadata that is needed, but not the document itself.


Thanks in advance.

Community Support
Community Support

Hi @stevec,


Do you want to remove a document from Dynamics 365 and create it in SharePoint?

Could you please share a screenshot of your flow’s configuration?

The issue is confirmed on my side, we could only get the data (metadata) of records of entity in Dynamics 365, we could not get the document itself(File name and File content).


There is no way to create a file which is from Dynamics 365 within SharePoint in Microsoft Flow currently, if you would like this feature to be added, please submit an idea to Flow Ideas Forum:



Best regards,


Community Support Team _ Kris Dai
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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