While the previous post in this series describes a process in while we are creating a PDF for storage in our CRM Library, this post explores another common business scenario.  I have a client who is routinely sent medical clearance PDFs that need to be saved to a CRM record.  Work cannot proceed until a user uploads the completed form, and in addition this document needs to be easily accessed by others, so we need to add it to the library and tag it with metadata.

Flow: OnUpload- Medical Clearance Document

1. The trigger condition checks that the document field has been updated and is not null.

Flow OnUpload Example

2. We then use a special Dataverse action called “Download file” and create that file in our SharePoint Library.

Dataverse Download File

3. Finally, we get related record data, so we know enough to fill in the metadata tags and Update file properties.

Update File Properties

For more, check out the other posts in this series:

Meta Data Tagging

Creating & Adding Documents

The Command Ribbon Button

SharePoint and Dynamics 365 Integration

Viewing PDFs in Canvas Apps