Hi
We have just started to use the CRM for contacts leads etc.
We are using it to manage email queues and we have to send the students a certificate which is a PDF. Currently these are stored on a network drive. We want to move them over to sharepoint storage. But there does not seem to be an easy way to access the sharepoint file to attach to the email to send to the student. We are also having to do this for letters that are generated in a separate program.
The only way i have found to do this is generate the document in the desired program and save to downloads, then attach to office 365 dynamics CRM email, then drag over to the sharepoint folder.
As these are all in our office 365 tenant I find this strange that we do not get the option to select a file from sharepoint to attach. Is this something that needs to be configured by our Admin
Surely we dont need an automation to do this simple task.
Please help
Louisa
