How to automatically remove attachments from email and notes and put on Sharepoint on line

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Posted on by CTUSA

Hope to get some inputs/suggestions.

I followed the Sharepoint (on line/365) and Dynamics CRM (also on office 365) integration steps and while it does work for removing 'Document's from CRM TO Sharepoint (creating link in CRM) BUT I do not know how I can detach 'attachments' from email or Notes and put on Sharepoint on line, automatically. Though there might be some 3rd party paid tools, but is there any way we can do it without having to buy a 3rd party tool?

Thanks

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CTUSA 15 on at

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RE: How to automatically remove attachments from email and notes and put on Sharepoint on line

Thanks Ravi.

Ashok

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RaviKashyap 55,410 Moderator on at

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RE: How to automatically remove attachments from email and notes and put on Sharepoint on line

Hi,

No, there is no out of box functionality to automatically move the attachments from email/ notes to SharePoint. If you don't want to go for 3rd party tools, then you ill have to build something on your own.

Hope this helps.

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Kokulan 18,054 on at

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RE: How to automatically remove attachments from email and notes and put on Sharepoint on line

Please see my suggestion on the following link

community.dynamics.com/.../315670

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