Recently, a requirement for uploading a pdf document to a SharePoint folder was encountered. The URL of the field containing the file to be uploaded was saved in a field within the Contact table in Dynamics 365 / Dataverse. The below part illustrates our field and the corresponding URL. Note that the URL in question points to the Manual of Fulla 2.
The task of uploading a file by URL to SharePoint involves forwarding the pdf file saved in Dynamics 365/Dataverse to SharePoint. It's a functionality that primarily aims at enhancing the data management process. This feature is part of the Power Automate/Dataverse combination, an automation tool that leverages Dynamics 365 to manage and store data.
In order to upload a file by URL to SharePoint (Power Automate / Dataverse), the first step is to have the URL of the file saved in one of the fields of the Contact table in Dynamics 365 / Dataverse. This URL should point to the file that needs to be uploaded. The second step is to use the Power Automate feature to create a new flow. This flow should include a trigger that will start the process when the Contact is created or modified. Within the flow, an action should be added to call the SharePoint Create File action. The File Identifier field should be populated with the URL from the Contact table. The SharePoint folder should be specified in the Folder Path field. Finally, the Content field should be set to the value “@{body(‘HTTP’)}” which will use the data returned from the HTTP request. After this flow is created, it will be triggered whenever a new Contact is created or modified, and the file will be uploaded to the specified SharePoint folder.
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