Email Template Attachments from SharePoint?

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Posted on by thurs72

Dear Community,

This is a question about Customer Engagement > Settings >Templates

1) Attachments: When using Email templates, I would like to upload attachments from SharePoint. Right now I can only search for attachments from my desktop. Is this possible through some sort of SharePoint integration?

2) Templates: Would it be possible to store the Templates themselves in SharePoint?

Thank you for any suggestions!

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Alex Fun Wei Jie 33,626 on at

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RE: Email Template Attachments from SharePoint?

Hi,

There is a Sharepoint integration with CRM. But only for document grid and notes.

docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online

community.dynamics.com/.../277306

So , you cant achieve it via OOB. You have to write your own code to do the integration.

But , why you want to store in sharepoint, reduce the storage in CRM?