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

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:

outputs('Download_document')?['body/$content']

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.

Example:

account.{AB1234C5-ABC1-AB11-A111-000C2D34EF0F}

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!

If you have any questions regarding Power Automate, please contact our support: support@getaccept.com (or use the chat to the right).