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