How to attach a D365 record Notes attachment to the SharePoint Location using Power Automate Flow?
a) This is my Entity notes attachments as shown in the D365 Records Timeline section: - Input (Resource)
b) Below is my SharePoint location, Here, I will attach Entity Notes from Dynamics 365 using Power Automate Flow. Output (Destination)
Let's Begin.....
Follow the below step-by-step process to attach notes to the SharePoint location.
Step 1: Open Power Automate Flow Portal and then Create an Automated flow as shown:
Step 2: Add a trigger action as shown below:-
Step 3: Add Create File ->
Site Address: Select your SharePoint Sites Location
Folder Path: Select a Folder from the folder icon
File Name: Select a dynamic value from Notes trigger action
File Content: decodeBase64(triggerOutputs()?['body/documentbody']) or File Content: base64ToBinary(triggerOutputs()?['body/documentbody'])Step 4: Create a sharing link for a file or folder
If you want to create a link in notes for the attachments you can use this step else you can ignore and proceed to the next step.
Site Address: SharePoint Site Location
Library Name: Documents
Item Id: @{outputs('Create_file')?['body/ItemId']}
Link Type: View Only
Link Scope: People in your organisation
Step 5: Update a row
To Remove Attachments from the Notes activity -> this is also an optional step.
If you don't want to keep the same file in both the places you can add this step or else ignore it.
Row ID: Unique Identifier for notes
Step 6: Save and Test
Step 7: No Login to Sharepoint site and Verify it in SharePoint Location:
Note: The above 3 steps are enough to create a notes attachment to the SharePoint location.
Thank you!
Happy PowerAutomating....!!!!
No comments:
Post a Comment