How to Get Dynamics 365 Annotation Attachment using Power Automate?
Did you know that you can generate a Dynamics 365 Document Template through a workflow? By using the OOB SetWordTemplate action, you can automate the template generation in a real-time or background workflow.
The SetWordTemplate action automatically uploads it in the Notes entity.
Now, what if you need to get that actual Document from the Notes and attach it in an Email as PDF. This is where Power Automate comes in handy.
You need to set Trigger Conditions to ensure that you are only triggering this flow if the Note (annotation) has an attachment (isdocument) and for a specific object type. In my case, I only filter Notes that are created in the Contact entity. Check out this quick video.
Then, in order to get the actual content type of the Note Attachment and before converting it to PDF, I converted base64 to binary with the following function:
After this, you can use the Office 365 connector to create the email and attached the document.
I hope you find this helpful. Goodluck and have fun!