Dynamics 365 provide out-of-box integration with SharePoint
which we used to manage our documents.
It hosts SharePoint document library in CRM page to upload
or mange document.
But sadly Dynamics CRM/365 do not provide any event when
document is uploaded in CRM.
Some time we to trigger an action like approval process,
notification, email or task once document is uploaded.
So, in this blog I will try to counter this issue with help
of Microsoft Flow.
So, let’s begin………
1. Login in O365 portal with admin permission.
2. Open SharePoint.
3. Open Flow
4. Open Dynamics 365
5. Create a new Team Site in SharePoint
Select Public as privacy setting.
Copy Site address in notepad for use.
Click
on next than finish.
6. Go to Dynamics 365 and setting->Document
management.
7. Click on Document Management
Settings
8. For demo purpose I am only taking Contact entity for SharePoint integration.
9. Paste your site URL that we created previously.
10. Click on next and leave Select folder structure as uncheck
than Next and Finish.
11. Go
to Microsoft Flow and click on “Create from template” to create new flow.
12. Search
for “Get a push notification when a new file is added in SharePoint” template
and click on it.
13. Click
on “Edit in advanced mode"
14. Paste
site URL that you create earlier. And select “Contact” in library name and
leave folder as blank.
15. Delete push notification step, we do not need this.
16. Click
on “New step” and select “Add a condition”. If we do not add this condition it
will create two tasks.
17. Click
on “If yes” and select “Add an action"
18. Select
Dynamics 365 from connector.
19. Currently
there is no template to execute an action or workflow. So, I am creating a high
Priority “Task” for testing and can trigger workflow or action based on our
requirement.
20. Select
“Dynamics 365 – create a new record” action.
21. Select
your organization than “Task” in entity.
22. Provide
required information and save it. Now all setup is done now time for testing. We
can create multiple Flow for different entities.
23. Go
to any contact record and navigate to document. Upload a new document.
24. Once
document is uploaded wait for few second and go to Microsoft flow to check
history of your flow.
25. Open
last history.
26. If
result, is successful go to Dynamics 365 to check Task is create or not.
Bingo!!
Task created.
Try to use this and share your feedback.
Thanks! Can you post this flow file please? I can’t see how a CRM task can give you file properties.
ReplyDeleteHow to set the regarding(contact) in Task when the document is added in Contact?
ReplyDelete