Copy Notes with Attachments when a lead is qualified to Opportunity in Dynamics 365

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“Starting from templates is a great way to start learning flows” – This is one of the recommendations I learned during my preparation for Microsoft Certification.
And I realized it today when I had to solve one requirement for my customer. So the requirement was to copy notes from a lead to the opportunity record when the lead is qualified. Quite a simple stuff. If you are a Dynamics 365 Pro, you may be thinking – Isn’t it something which Dynamics 365 does OOB.

Yes it does. But does it really copies of the Notes to Opportunities? Let’s explore this a bit more.
So I have this lead and I have added a Note – “Lead Note 1”. Also observe I have an attachment in the note.

Now I qualify this lead to Opportunity. Once the lead is qualified to Opportunity, I could see the Lead Note showing up in Opportunity timeline as well.

Well it’s done right? Not quite. And trust me, superficially it shows up in the Opportunity entity timeline and many believe that it is being copied over to Opportunity. But in-fact, it is still tied to Lead. To verify this, I open up Advanced Find and search for this note record. I could see only one note record and that too being attached to the lead record.

So we understood, it really didn’t copy over the Note. So now how do I accomplish this? Just when I was about to write my flow, I came across this by chance in the existing templates.

Such a useful template by CRM Innovation LLC. It’s just an addition to all the great work they are already doing for Dynamics Community.

All you need to do is open up this template and then set up the connection with your CDS/ Dynamics 365 environment accordingly.

And now when I qualify the lead to opportunity, I can see the Notes record getting copied over along with attachment (if any) to the Opportunity record.
To verify in advanced find, I have now two notes record – one for lead and one for opportunity.

A very good learning for me. And hope you found it interesting too!
Debajit Dutta
(Microsoft MVP)