Access files stored in Dynamics 365 records via PowerAutomate

Kaushal KodagodaDyn365CE4 years ago6 Views

Dynamics gives the ability to save files within a record. These files are stored in SharePoint. Let’s see how we can create a flow to access a document just by using the dynamics record ID.

Prerequisites

  1. SharePoint Integration should be enabled for the dynamics environment
  2. SharePoint document management should be enabled for the specific entity

Ok, let’s begin..

Identify SharePoint…

Continue Reading Kaushal K’s Article on their blog

Access files stored in Dynamics 365 records via PowerAutomate

Dynamics gives the ability to save files within a record. These files are stored in SharePoint. Let’s see how we can create a flow to access a document just by using the dynamics record ID. Prerequisites SharePoint Integration should be enabled for the dynamics environmentSharePoint document management should be enabled for the specific entity Ok,…

Blog Syndicated with Kaushal K’s Permission

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