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Hi guys!
I am using the latest CRM version online.
Is there a way to attach associated documents/attachments and include it in the email to be sent using plugin/custom workflow?
Also, pointing the SharePoint URL document location is not an option to the client.
I don't know much about Sharepoint development. Thanks!
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Hi JZ,
You can try using Attach2Dynamics, it offers all the features you are searching for and also, in future Attach2Dynamics will support moving of attachments to Azure Blob Storage.
For more details drop in a mail on crm@inogic.com.
Hope this helps.
Thanks!
Hi JZ,
For SP, you need to use Re
For integrating SP with CRM Online, you need to use SharePoint REST API's. Its not a simple code snippet but a full implementation. You can start this using the below sample-
code.msdn.microsoft.com/SharePoint-Integration-c5f21604
I would suggest to go through this sample, make it work and get the understanding on how things wors in this sample. Once you are familier, extract code from this sample to your custom workflow and build your own implementation. This has sample classes to get the file content as well.
Hope this helps.
Sorry full URL is : xxxxxx.sharepoint.com/.../EX4UH3GLnppHutRBPWKhMjIBQZeR0sJwyPLeu3i9ikLTBg
Hi Mahender!
Thank you for your email!
Can you please let me know how do I get the file byte from Sharepoint?
I have this full URL of my attachment in SP xxxxxxxx.sharepoint.com/.../EX4UH3GLnppHutRBPWKhMjIBQZeR0sJwyPLeu3i9ikLTBg
Thanks!
Hi,
Did you try this code: stackoverflow.com/.../add-a-document-from-sharepoint-to-dynamics-crm-workflows-email
You can look for some addons like :
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