If your Dynamics 365 instance is integrated with SharePoint, then all attachments to entity records within Dynamics 365 will be synced to SharePoint. However, by default the “Modified By” field under Documents bears the name of the user whose credentials was used for the integration. This is incorrect as it won’t give us the names of other calling users who might add attachments to CRM records, which get synced to SharePoint but under the first username. This is where we are trying to provide a solution by using Microsoft Flows.
1. Dynamics 365 System Admin privileged user.
2. SharePoint read and write permission for the first user on whose credentials the integration is done.
3. Second user (calling user) with normal privileges to test.
4. Microsoft Flow.
5. A custom field in SharePoint site to update the calling user from CRM.