How to delete E-mail attachments only.

(0) Share

Report

Posted on by KevinDavisPE

I need to know how to delete the attachments that get sent to our clients in CRM online 2011. We need and want the email itself as it is important business communications. But the email attachments (reference letters, Promo material) needs deleted as it is taking up lots of space.

*This post is locked for comments

I have the same question (0)

All responses (16)

Answers (1)

Community Member on at

Like (1)

Report

Re: How to delete E-mail attachments only.

I don't know if it's a lot of email but you can search for the emails containing an attachment via Advanced find and then delete the attachment manually. You can do this like this:

- Click Advanced Find.

- In the Look for list, select E-mail Messages.

- In the search criteria area, add criteria similar to the following:

E-mail Attachments (Regarding)Notes and Activities

File Size (Bytes) – Is Greater Than - In the text box, type a byte value, such as 25000.

Click Find.

- You will now have a list of e-mail messages that have attachments that are larger than ‘X’ bytes.

- You can open each e-mail, click the Attachments tab, and delete each desired attachment.

Was this reply helpful? Yes No
KevinDavisPE on at

Like (0)

Report

Re: How to delete E-mail attachments only.

This doesnt work in 2011. There is no attachments Tab. There is an attachments section and there is a remove option for the attachment but, it is not available. (Grey)

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Re: How to delete E-mail attachments only.

W5488.remove-attachment.png"Remove attachment" command is greyed out that means you have a security issue.

What permissions do you have exactly?

Here is a little demonstration of the process

The first email contains an attachment (The Attachment iten in the left hand navigation is in fact a tab)

Advanced find to loopkup the emails

See that only the email with the attachment is found

and then I can delete the attachment

Was this reply helpful? Yes No
KevinDavisPE on at

Like (0)

Report

Re: How to delete E-mail attachments only.

I dont believe it is a security issue Sven as I am the sys admin. I think it might be that once the email activity is completed you cannot modify the record. Or ???

If you select the test.txt attachment can you remove it?

Thanks

Kevin

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Re: How to delete E-mail attachments only.

That is indeed strange if you are sys admin;

I tried several scenario's here as well like reassigning to another person etc but I can remove the attachment without a problem.

Edit:

Kevin

You're right when the email is sent (completed) I'm not able anymore to remove the attachment

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

Re: How to delete E-mail attachments only.

I created this simple workflow to change the status back to draft. You could create another one to change the status again if you want. You can then apply this to multiple emails found via advanced find and remove the attachment. However I think this is not a great solution if you have a lot of emails with attachments

The workflow:

I hope I could help you a little bit

Was this reply helpful? Yes No
KevinDavisPE on at

Like (0)

Report

Re: How to delete E-mail attachments only.

Sven, thanks. This is the only way that anyone or MS can figure out to delete those pesky attachments and not the actual e-mail. It is cumbersome but at, least possible. I beleive there is a way with the SDK. See www.resultondemand.nl/.../918c0b7e-2850-40c5-8333-5dad6d83b850.htm (how to delete e-mail attachments) Our developer is working on that angle.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Re: How to delete E-mail attachments only.

Great keep us up to date :-)

Was this reply helpful? Yes No
mitu5747 on at

Like (0)

Report

RE: How to delete E-mail attachments only.

I don't get that "Remove Attachment " button and I don't want to make the workflow nor the script. Is there any fix or alternative for it.

Was this reply helpful? Yes No
Suggested answer

jlattimer 24,562 on at

Like (1)

Report

RE: How to delete E-mail attachments only.

I've created a custom workflow activity you can use to delete the attachments from emails while retaining the message itself.

You can download it from CodePlex: crm2011internalemail.codeplex.com

Was this reply helpful? Yes No