Add Attachment (MS Dynamics 365) activity

An activity that adds an attachment to an entity in Microsoft Dynamics 365.

Configure the Add Attachment activity

To configure the Add Attachment activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Microsoft Dynamics 365

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the MS Dynamics 365 tab.
On the MS Dynamics 365 tab, drag the Add Attachment activity onto your process.

General Configuration

Specifies the basic settings for the Add Attachment activity.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No
Connection Timeout (Seconds)	Description: Specifies the number of seconds permitted to complete an action before the connection stops. Allowed Values: An integer. Represents: A number of seconds Default Value: 600 Accepts Variables: No

Add Attachment

Specifies the information to add the attachment to an entity.

Fields

Field Name	Definition
MS Dynamics 365	Description: Specifies the access token that connects to your Microsoft Dynamics 365 application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics 365
Create	Opens this Screen: Access Token for Microsoft Dynamics 365 Function of this Screen: Configure an access token to connect to Microsoft Dynamics 365. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics 365
Entity Name	Description: Specifies the name for your entity. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None When you select the Microsoft Dynamics 365 access token, the name of the entity shows in the Entity Name field. Accepts Variables: No
File Name	Description: Specifies the name of the file to attach. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes
File Path	Description: Specifies the location of the attachment file. Allowed Values: An absolute path and file name on the AgilePoint Server or SharePoint Server. Note these: The file size must be less than 5 MB. Only one attachment is supported. Default Value: None Accepts Variables: Yes Example: c:\My Documents\sample1.doc ${HomeDirectory}\sample2.doc http://demo3:8000/DocumentLib1/sample3.doc
Remove From Disk	Description: Specifies if you must remove the file from the storage when it is attached. Allowed Values: True - Removes the file from storage. False - Does not remove the file from storage. Default Value: True
Parent Record ID	Description: Specifies the ID of the entity associated with your attachment. Allowed Values: A record internal ID. Default Value: None Accepts Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Note Title	Description: Specifies your note title. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes
Note Body	Description: Specifies the content of your note. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes
Store Response Attachment ID in This Variable	Description: Specifies the process data variable that contains your attachment ID. Allowed Values: A process data variable that accepts an alphanumeric string with no spaces or special characters. Default Value: None Accepts Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?