How do I attach uploaded items from Portal to email notification?

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We have created a customer order form that allows them to upload certain documentation to help us fulfill their orders. I see that the information gets stored in the Notes section of the order, but how do get that to attach to the email alerting our CSRs that a new order has been placed?

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Steven O'Neill 575 on at

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Hi Brandon

Do you actually need the attachment or can you not send them a link to the order with appropriate guidance in the email?

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Community Member on at

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The request from the department heads was that they get a chance to review the attachments before assigning the work to a CSR. A link could possibly satisfy that, but I would like to deliver the attachments if at all possible.

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Steven O'Neill 575 on at

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Hi Brandon

This mat be of help if you are looking to send the attachment: community.dynamics.com/.../attach-your-note-attachments-to-emails

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Brandon,

Write a Plugin or Custom Workflow in CRM in order to extract note attachment and send as an email attachment.

Hope this help:

https://community.dynamics.com/crm/b/dutchcrmandsharepoint/archive/2016/10/11/attach-your-note-attachments-to-emails

https://community.dynamics.com/crm/b/mahenderpal/archive/2014/01/20/sending-email-with-entity-attachment-from-notes

If you find the answer as useful, please mark it as verified

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in

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