Power Automate

Synchronize SharePoint files with the Dynamics 365

The Challenge

The requirement of one of our clients was to create the Lead entity record in dynamics 365 when a new record is created in the SharePoint list and the images in the record were to be attached to the related Notes of the lead in dynamics 365.

The Solution

We proposed and developed a Microsoft flow which triggers when a record is created in the SharePoint location. This flow will then create a new Lead record and the related Notes in dynamics 365.

The Microsoft flow comprises of different actions and supports different expressions using which we had implemented the logic to upload the images from the SharePoint to the Notes in dynamics 365 as an attachment in the required format.

Implementing this flow in their company, the client is highly satisfied with the automation process and the synchronous behavior between SharePoint and dynamics 365. It has increased the accuracy and reduced the delay to sync the Sharepoint records in dynamics 365.