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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / If a record has an att...
Microsoft Dynamics CRM (Archived)

If a record has an attachment, how can I grab the attachment and send it in an email via a workflow?

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Posted on by USA80 26

Hello,

If a record in CRM 2016 has an attachment tied to it, and now I want to grab that attachment and send it via email through a workflow, how can I do that?

Thank you.

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  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    You can use my Ultimate Workflow Toolkit for that purpose. I have exactly this step in it.

    Alternatively you can write own custom workflow activity.

    Good luck.

  • USA80 Profile Picture
    USA80 26 on at

    Great, thank you.

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