Power Automate Flow to Attach Notes to the SharePoint Location

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)

Whenever a new note is added or modified it will auto attach my notes attachments to the SharePoint.

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....!!!!

Add condition to check owner is systemuser using Power Automate

How to check if the record owner is a user or team in Dynamics using Power Automate?

Checking if the owner is a user or team

Follow the steps:

First add a "When a row is added, modified or deleted" or "List of record ".
Then add a Compose function to get the Owner (Type).

Now finally add an action condition to check  if the "Outputs is equal to systemuser".

If yes then perform your operation else perform your operation here

Output:

Thank you...

Happy Learning ...
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