News and Announcements icon

Dynamics 365 CommunityForums Sales forum Cannot attach document...

Sales forum

Answered

Cannot attach documents in Files tab to emails

(0) Share

Report

Report

Posted on by jkammien

2

In the New Email template, there are two buttons for attaching files. Neither option takes a user to the docs uploaded to the Files tab.

Anyone have a solution?

Categories:

Email engagement

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Cannot attach documents in Files tab to emails

Hi Partner,

Could you share screenshots about these two buttons and the file tab?

1.Two buttons for this?

Attach files as attachments by using the (ActivityMimeAttachment) attribute in the email message.

https://learn.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg334229(v=crm.8)?redirectedfrom=MSDN#email-attachments

Attachment entity:

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/attachment?view=dataverse-latest

2.File tab for this?

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-documents-tab-entity-main-form

This is through relationship with 'sharepoint document' entity.

--It stores the document in SharePoint online in a library with a folder for each record

If I have misunderstood, you can provide further details.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

News and Announcements

New Dynamics 365 Community Call! (ERP Edition)

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,186 Super User 2024 Season 2

#2

Martin Dráb 227,996 Super User 2024 Season 2

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans