Set Trigger Conditions on Notes entity for upload of attachments in portal regarding specific entities

Use case: when attachments are uploaded/added to a lead or opportunity record in a Dynamics 365 / Power Apps portal, a user wants to receive a notification by email. According to the settings attachments are added as Notes records to CDS. So we need to restrict the On Create trigger by setting the following trigger conditions:

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Set Trigger Conditions on Notes entity for upload of attachments in portal regarding specific entities – There’s Something About Dynamics 365

Posted by Use case: when attachments are uploaded/added to a lead or opportunity record in a Dynamics 365 / Power Apps portal, a user wants to receive a notification by email. According to the settings attachments are added as Notes records to CDS.

Blog Syndicated with StefanS365’s Permission

Author: Stefan Strube

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