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Microsoft Dynamics CRM (Archived)

Create a task from a email follwed in dynamics CRm with an attached file

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Posted on by Community Member

Hi,

I try to do this by workflow :

In Dynamics CRM 2011, I have emails "received" by the "followed" button, email with attached files.

I would like to "migrate" email information including the attached file in a TASK ?

I don't find how to include a note with the attached file to my created task by the beginning of my workflow ?

Any idea with a wokflow ?

Regards,

Dominique

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Karth on at

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You got to do it with custom workflow activities. Cant do it OOB as you cannot create or attach dynamic attachments through OOB Workflows.

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Anjali Raj Microsoft Employee on at

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Karth is right you cannot achieve it using OOB CRM, you have to do it using custom workflow activities.

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