Hello there!
I'm relatively new to the world of Dynamics and I'm running into an issue with a project we are currently working on. We are trying to find a better way to store documents. Before I came on, we had been using note attachments. Since that project was setup, there's been a big push toward SharePoint and at the same time our CRM storage is starting to get eaten up.
I have integrated Dynamics with SharePoint and we can now store and access documents saved in Dynamics on SharePoint, which is great. It still leaves us with the project that has saved and is still saving files in Notes. I've looked around Dynamics and Flow to see if there's a way I can move these files attached to Notes into Documents (and therefore, SharePoint) but I have yet to find a way to do that.
It doesn't look like Dynamics has a built in way of doing this. As far as I can see, the easiest way to take care of this only in Dynamics is to literally download the file from the note and upload it in the record's documents.
Flow got me a little closer, but it can't generate a decent entity-based naming scheme (it only allows for the GUID and not the record name string) and it creates a base64 file that can't be worked with.
Let me know if I forgot a piece of information that would be helpful in solving this problem. This is my first post on the forums and I appreciate all the help (on the program and the forum etiquette) that you're able to give me.