Microsoft Dynamics CRM (Archived)

Is it possible to attach the documents uploaded to the Documents(Sharepoint) in an Email as attachments?

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Posted on by MRVIX

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Here's the scenario:

Open a record.
Upload a file in the Documents(Sharepoint) section of the form.
Send an Email from that record and get the uploaded documents and add it as email attachments.

Is this even possible? Any ideas?

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Kokulan 18,054 on at

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Hi

Is this email manually sent or automated by workflow?

If its manually sent, yes you can browse to the SharePoint folder where the document is stored and select the file and attach to the email.

If its going to be automated by lets say a workflow, then Dynamics 365 out of the box does not support this at the moment.

You could go for third party solutions or you could create your own custom solution.

Let me know if you need further information on manual attachment or custom solution

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MRVIX 1,421 on at

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Hi Kokulan, thanks for your response. It's going to be automated. Any suggestion on how can this be done?

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Kokulan 18,054 on at

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This could be done few different ways, following is the option i would go for

In short : You will have to create a Custom Workflow Activity (CWA) that gets the document location from document location entity using the current record GUID, this then queries SharePoint to get list of documents in that location. You will have to define which document should be attached. Is it the first document or particular type or file name or a document with particular meta data. This could attache single or multiple attachment.

The CWA would also take the email that it needs to attach to (it means you can use Create Record step the create the email before you call the CWA) and do the attachment and send the email.

Links to help on this

docs.microsoft.com/.../sample-retrieve-absolute-url-and-site-collection-url-of-a-location-record

docs.microsoft.com/.../actions-on-sharepoint-location-records

This link might also help to understand how you could communicate to SharePoint from CRM CWA or Plugin

code.msdn.microsoft.com/SharePoint-Integration-c5f21604

A second approach is to consider using flow

powerusers.microsoft.com/.../87682

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Inogic 709 on at

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Hi Marjorie,

You can try using Attach2Dynamics, it offers all the features you are searching for and also, in future Attach2Dynamics will support moving/uploading of attachments to Azure Blob Storage.

For more details drop in a mail on crm@inogic.com.

Hope this helps.

Thanks!

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Community Member on at

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Hi Kokulan, You previously mentioned that it is possible to manually browse to sharepoint folder, select the file and attach to the email.

What about the other way? From the email activity and form in Dynamics, can you attach a file and the file browser will view the default sharepoint site/folder?

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