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Saving signed document as a note attachment in Dynamics 365
Saving signed document as a note attachment in Dynamics 365

Use this guide to setup an automated workflow to add a signed PDF version of a document as a new note on a Dynamics 365 account.

Updated over a week ago

How to save signed document as a note attachment in Dynamics 365

  • Start by creating a new automated cloud flow in Power Automate.

  • Add a new step to download the signed document

  • And select the Document Id from the trigger

  • Create a new step and search for Dynamics 365 then select "Create a new record" action.

  • Enter a title for the note, select Yes under Is Document and enter the following expression under Document Contents:


  • Enter a filename, for example: "Document ID".pdf

  • When you send out a document using the GetAccept Dynamics 365 integration it will store the account identifier in the External ID.



  • To use this identifier we need to slice out the account id from the string using an expression.

slice(triggerOutputs()?['body/document/external_id'], 9, -1)

Your flow should look something like this:

  • Save the flow and select Test manually.

  • Send out a document from Dynamics 365 using the GetAccept integration.

  • Open the document and sign it.

  • Update the account in Dynamics 365 and look under notes to see the added note with the signed PDF document attached.

Good luck!

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