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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Safe a PDF in Notes an...
Microsoft Dynamics CRM (Archived)

Safe a PDF in Notes and append it on another Email

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Posted on by BlackBeard 445

Hello Experts,

is it possible to safe in my first workflow a PDF from an Email to the notes of a lead and select the pdf in my second workflow to append it in a new email?

Thank you in advance.

Kind Regards
Léon

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I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Try to check my workflow toolkit - github.com/.../1.5.0.0

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    Hi Leon,

    You need to write a custom control for that either Plugin or custom workflow.

    First Logic Is to Extract the Email Attachment and Save it to Lead's record as a Note attachment.

    Can refer to this article - https://blog.westmonroepartners.com/how-to-move-attachments-from-an-email-to-a-case-in-dynamics-crm-2011/

    http://dyn365apps.com/2016/11/11/dynamics-365-extracting-attachments-from-an-incoming-email-create-case-and-add-attachments-to-as-notes/

    Second Logic is to Extract the Note Attachment and attach it to Email.

    Can refer to this article - https://social.microsoft.com/Forums/en-US/b1796009-bc1d-46fd-bd70-30d465405dca/how-to-attach-annotation-file-to-email-attachment-in-crm-2011?forum=crmdevelopment

    Hope it helps.

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

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