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How to view attachments from incoming emails

Posted on by 790

Dear all

i have defined an automatic rule for incoming emails to create cases, but i cant find the attachment of the email in the case entity, how to view them on case entity?

thanks,

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to view attachments from incoming emails

    thanks Goutam

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to view attachments from incoming emails

    Hi Ahmad,

    You can write plugin or custom workflow to extract email attachments to notes of case.

    Have a look below references-

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

    blog.westmonroepartners.com/how-to-move-attachments-from-an-email-to-a-case-in-dynamics-crm-2011

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: How to view attachments from incoming emails

    Thanks Thomas

    i can see the attachments in the Email activity, but nothing shown in the NOTEs section in the generated case, is there anything i need to do to make these attachments appear in the NOTEs section ? please advise.

    thanks,

  • Suggested answer
    ThomasN Profile Picture
    ThomasN 3,190 on at
    RE: How to view attachments from incoming emails

    Hi Ahmad, thanks for reaching out.

    The auto create rules just create a case. The attachment would be in the email still. Unless there has been an update to in the rules to bring the attachment over to the case and the only place to put attachment to is on Notes, so in that scenario the attachment would be on a note related to the case.

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