Export Case with attachments

Scenario	In a Dynamics 365 Customer engagement, user needs to export (download) multiple case into local device.
Acceptance Criteria	User is able to select multiple cases and export from the app Exported cases will be stored and downloaded in CSV file All activities related to the case (Case timeline) will be also stored and downloaded in CSV file Case and activity can be related by case number. If the activity includes any attachment file, it will be stored and downloaded in zip file.
Benefit	User can delete the case after export to reduce the storage cost of the dynamics (dataverse)
Prerequisite	Microsoft Dynamics 365 Customer Engagement (CE) A SharePoint site with 2 lists and 1 document library Microsoft flow with premium licence
People with similar requirments	How to export case entities having notes/tasks/activities in Dynamics CRM 2011? - Microsoft Dynamics CRM Forum Community Forum How to export attatchments from the notes section of a posted form? | Customer Engagement & Dynamics CRM Forum (crmug.com) XRMToolBox - Export Attachments - Microsoft Dynamics CRM Forum Community Forum

 

Flow Development log

Develop a test environment

Test case records

Case 1: Alpha Email - Timtam. Attachment - errormessage Email - Monitor - Attachment - MSOFfice, file explorer Note - Comment. Attachment - youtubephoto Case 2: Omega Note - Motorcycle Case 3: Delta Email - ticket. Attachemtn - parking sign Total: 3 case 3 email 2note 5 files

 

Define relationship between each table

Case	Note	Email
incidnetid	_objectid_value	_regardingobjectid_value

 

Email	Attachment
activityid	_objectid_value

Note	Each activity is stored in different table. Email attachment is stored in other table and related to email table using the ID. Note record contains attachment.

HTML Text to plaintext

Docs	Content Conversion - Connectors | Microsoft Docs
Solution	Use action. Cannot use expression for the conversion.

 

When storing to SharePoint

Solution	Use base64tobinary expression.
Expression	base64ToBinary(outputs('Get_a_row_by_ID')?['body/documentbody'])

 

Possible solution for duplicated file name issue

Before	After
Backgroundphoto.jpg	Backgroundphoto_a7c37889-4ea0-40b9-89d3-ec6767994296.jpg

 

 

Improvements

It does not handle multiple files with same filename in a single case. GUID can be suffixed to give unique name. It rely on users to export lists to CSV and export document library to zip file. This can be improved if needed.

 

Flow Export (zip file)

PowerPlatformTricks/CaseActivityReportv2.zip at main · last72/PowerPlatformTricks (github.com)

 

SP Export (xml file)

PowerPlatformTricks/DEVCaseActivityExport_Template.xml at main · last72/PowerPlatformTricks (github.com)

 

SP import script

Scripts/CopySPSite.ps1 at master · last72/Scripts (github.com)

 

Screenshots
In CE
Case List
Activity List
File Library
Flow run history