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.
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Hi Jason, Hope you're well. I have imported LAT.WorkflowUtilities.Email(2.3.0.0) and looking to use 'Delete Attachment'. Workflow I've created looks to execute correctly however doesn't delete the attachment. Should this work for D365 CE ?
Cheers
Tim
Reference this doc:
community.dynamics.com/.../deleting-email-attachments-in-dynamics-crm-2016
Hi, this plug-in does not work on dynamics 365, can you help me?
Jason, thank you for the custom workflow you created. I was able to import this workflow and run it on the view with old mails with attachments above a certain size.
Only thing I can't get working is the "note", the one that states the attachment is detailed from the mail. I'm using this in a CRM 2015 / Outlook client and online.
Just to help others hereby an how to of your workflow, if somethings wrong or not clear feel free to change.
Step on how to use the “CRM 2011 - 2013 and 2015 Internal Email Helpers” custom workflow
- Download the zip file from https://crm2011internalemail.codeplex.com/ or https://crmemailworkflowutilities.codeplex.com/ if you need the updated 2015 version .
- Import the zip file in your sollutions (settings – solutions – import)
- Next go to customizations (settings – customizations – customize the system)
- Go to processes (components – Processes)
- Create a new workflow
- Go to advanced find and use a previously made view with old emails with an attachment larger than a x size (http://technet.microsoft.com/en-us/library/dn683569.aspx )
- run in the results the workflow on demand on the selected emails or on all emails.
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
Great keep us up to date :-)
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.
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