Hi All,
We have a 3rd party application that connects Dynamics 365 online and create Lead. This 3rd party application at a later stage will send a document to Dynamics 365 online and we need to tie this document to the lead that was created earlier.
So far we are able to send the document from the 3rd party application to Dynamics 365 online, we could see the document using Advance find + Look for = Notes
I'd like to have this document tied to lead without manual intervention.
Which is the best way to achieve this ? Can it be done using some process instead of coding?
Best Regards,
Shyam