Automatically Add Excel attachment to creation of the record

Forum Post: Change the Filter On option on Opportunity Associated View for Account form

Dear All,

I have a new requirement to automatically add an default Excel attachment within quote on creation of Quote record in D365. Users will open the excel record from CRM using excel online and edit few details in it.

Can this be achieved using Power Automate?

I am trying to attach the excel document on creation of Quote record but no luck. Any help or suggestion on this is much appreciated.



Source link

Leave a reply

Please enter your comment!
Please enter your name here