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Attach documents to an email with mapped fields

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Posted on by Community Member Microsoft Employee

HI All

I have built a system in Dynamics 365, whereby client's purchase products through a customer portal, Once the purchase is complete the client receives a copy of the contract via email, however, the contents of the contract is in the body of the email. I would like to rather attach a word or PDF document to the email but still be able to map the required fields from the contact record to the template word or PDF document.

In Essence, the customer and service provider would receive an email with their contract attached and populated with the relevant fields.

Can someone please point me to an article or provide some direction on how I can make this happen.

Thanks,

Byron

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Brian Bayes on at

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RE: Attach documents to an email with mapped fields

Hi Byron,

You will most likely need a custom C# coded solution involving the following:

1. Have a plugin registered on the post-create of an email that checks for an attachment

2. Read the attachment using a library such as iTextSharp: https://itextpdf.com/

3. Create the contract based on a mapping configuration you would store in CRM

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