email attachments dynamics 365 to sharepoint

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Posted on by Joseph Melillo

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Good morning,

I am looking for a way to have email's and email Attachments to go right to SharePoint. We are using Dynamics Online, SharePoint online, and Outlook App. What I would like for it to do is, if an email with attachment comes in and it is set regarding to an opportunity to create a File in SharePoint with the Account Name. Within the Account name Folder, create another folder with the Opportunity name and within that the attachments. If the account has already been created in SharePoint, create a file with the opportunity name. Also, the attachments needs to be accessed within CRM. Is this possible?

Thank you,

Joseph

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Community Member Microsoft Employee on at

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RE: email attachments dynamics 365 to sharepoint

Hі Joseph!

I don't think that functions you`ve described are available out-of-box.

Hope it helps

Please mark it As Answered or Verified if it did help you.

Thanks

Vlad
dynamicalabs.com
Verified answer

RaviKashyap 55,410 on at

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RE: email attachments dynamics 365 to sharepoint

Hi Joseph,

There is not out of box configuration/ functionality to achieve this. You need to build something using custom code (plugin/ workflow) which will trigger on email create and then checks of it has documents and then connect to SharePoint and upload the document in SharePoint as per your logic.

There are some third party solution available which you can use-

www.mscrm-addons.com/.../AttachmentExtractor

www.dynamicsobjects.com/.../CRM-SharePoint-Integration

Hope this helps.