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Service | Customer Service, Contact Center, Fie...
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Send Email from partner portal

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Hi,

I am working on partner portal. Is there a way by which we can send any email to any user inside or outside CRM from portal?

Thanks,

Akash

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  • Verified answer
    Community Member Profile Picture
    on at
  • Community Member Profile Picture
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    Hi,

    Is it possible that can we attach any image or any logo in the email while sending it?

    Thanks,

    Akash

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Akash,

    You can create an email template, which contains attachment and log, then you can send email with the template in workflow.

  • Community Member Profile Picture
    on at

    Hi,

    Is it possible that can we attach any image from the portal manually in the email while sending it? (not any fixed image from the email template). Means can we attach any rich text editor or something which helps us in uploading any image from portal and send it in email.

    Thanks,

    Akash

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Akash,

    If you want to add dynamic image as attachment when sending email, you need go power automate(https://us.flow.microsoft.com/en-us/) to create a flow to achieve it.

    Microsoft Dataverse supports integration with SharePoint Online that enables you to use the document management capabilities of SharePoint from within Dataverse.Power Apps portals now supports uploading and displaying documents to and from SharePoint directly on a basic form or advanced form in a portal, so you can upload images to sharepoint in portal.

    Manage SharePoint documents - Power Apps | Microsoft Docs

    Then you can create a flow to sens emails:

    Power Automate — Send email with attachments when adding new item in SharePoint. | by Wu Gang | Medium

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