web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Out of the box setting to store email attachments in share point

(0) ShareShare
ReportReport
Posted on by 60

We noticed that our Production environment file space in CRM is growing rapidly, and after investigation, we discovered that this could be due to users sending emails with large email attachments.

Is there a settings in dynamics which allows you to use sharepoint to store attachments when an email is created in CRM instead of using the CRM space?

I have the same question (0)
  • Suggested answer
    Venkatesh Nadar Profile Picture
    on at
    RE: Out of the box setting to store email attachments in share point

    Hi,

    Unfortunately for now, their is no OOB feature to move the notes to SP online. However, you can review the below forum for alternate options-

    (+) Store Documents in Notes or SharePoint? - Microsoft Dynamics CRM Forum Community Forum

    Hope this helps!

    Regards,

    Venkatesh N

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 77 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 57 Most Valuable Professional

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 52 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans