Forum Discussion
waahi780
Dec 28, 2022Copper Contributor
power automate
Hello Everyone, I am new in Power Automate and I have a requirement that using power automate I have to show the file from my sharepoint to D365 subgrid/form.
- Kelly_EdingerBronze Contributor
Hi waahi780, the easiest way to show SharePoint files in Dynamics is to integrate your SharePoint site where you want to store files for accounts, leads, opportunities, etc, no Power Automate needed: Configure Dynamics 365 Sales to integrate with SharePoint | Microsoft Learn
If this doesn't solve your issue, you may want to provide more context on the ask.
Hope that helps!
- waahi780Copper ContributorHi Kelly Edinger, My Requirement is I have created an entity with different fields then I created a custom button using ribbon workbench and when I click it the records of my entity popup to an excel sheet which I uploaded in SharePoint now, I want that excel sheet to be Available in a Tab as an attachment of my D365. all these steps I want to do using power automate.
- Kelly_EdingerBronze ContributorThat is an impressive ask - you may want to take this over to the power users community https://powerusers.microsoft.com/