In this blog, I will cover how email attachments can be moved to the SharePoint site location using power automate flow in D365.
I have already created a common child flow to create a folder on the SharePoint site and move attachments to the SharePoint site location. Child Flow: Click here
This flow will work as a parent flow through which a child flow can be called. I have placed a link above.
Let's begin...
1. When an Email is modified
Filter row: (directioncode eq false and statuscode eq 4 and _regardingobjectid_value ne null)
2. Condition to check if regarding type (lookup logical name ) is not null
Regarding(Type) :
3. In the yes block add a switch statement to call based on regarding the type
4. If Incident -> Get a Case by ID
Row ID:
5. Run a child flow -> Call child flow here and pass all the input values
Child Flow: Look for the child flow which you created a call it here, in my case -> Child Flow to Move Attachments to SharePoint
SharePointFolderName: Pass the folder name you want to give for your SharePoint path: In my case it is a case number.RelativeURL: incidents (I have given this name in SharePoint document location)
SharePointListOrLibraryName: Case (In SharePoint site this is the folder where i want to create folder and upload attachment)
EntityId: Email Message unique Id
EntityLogicalName: Pass Regarding(Type)
Thank you!
Happy Automating...!
Happy Learning......