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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario, we will copy the attachments from the notes on an account to that accounts SharePoint folder. We will then delete the attachments on the notes to free up space on CRM.

We are using Dynamics 365 Online and SharePoint Online for this example and have structured the formula to handle the standard out-of-the-box behavior from Microsoft.

To do this we will use a single North52 Formula with a Quick Button to trigger it.
to your own SharePoint URL and update the username and password.

View this article in full on our support portal