Work 365

Extracting Attachments from Notes : Manually using onDemand Workflow

43 views August 23, 2018 1

  • 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.

AM20

AM21

AM22

AM23

AM24

Was this helpful?