Work 365

Extracting Attachments from Notes : Manually using onDemand Workflow

24 views August 23, 2018 0

  • Go to Advanced Find
  • Query a result for the notes which attachments need to be moved from CRM to Azure (eg. Look For: Notes where regarding Account. AccountName Equals ABC Limited
  • Select Notes and then click on Run Workflow
  • Select AttachmentManager(Note) workflow and then click on Add button.

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